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Understanding your Clients

November 13 @ 2:30 pm - 3:00 pm NZDT

Understanding Your Clients – Tom Fellowes

 

This 30-minute webcast will explore some of the global findings from Dimensional’s Investor Survey, an avenue to better understand investors’ motivations and expectations. Tom Fellowes, Regional Director will provide insights into ways advice firms can enhance the client experience to ensure they are continuing to add value for their clients.

 

Tom Fellowes is regional director in Dimensional’s Sydney-based Financial Adviser Services team, working with advisers to aid the delivery of consistent and successful investment experiences to their clients. In this role, Tom updates financial advisers on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues.

He holds a bachelor’s degree in economics and business management from the University of Newcastle-Upon-Tyne. This course included a year’s work placement working at First State Investments in Edinburgh. He worked in Dimensional’s London office supporting UK and European advisors from 2007 to 2015, and therefore brings a global perspective to the business.

 

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

 

NOTE:  THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER

 

CPD:    30 STRUCTURED MINUTES

Members: After the event we will enter your attendance into your online CPD log

Non-members:  We will send a PDF of your attendance

Date: Wednesday 13th November 2:30pm NZST

Please register directly with them using the link below:

https://event.webcasts.com/starthere.jsp?ei=1262608&tp_key=5cbbd7ef9c

Details

Date:
November 13
Time:
2:30 pm - 3:00 pm

Venue

Online
Link to watch/listen will be sent to registrants on the day before the event New Zealand + Google Map