Topic: Transforming Data into Stories
Speaker: Joel Hefner, CFA, Head of National Relationship Group
Description: Dimensional’s Joel Hefner shows how to use the Matrix Book to effectively communicate with clients. In addition to the book itself, which draws on a range of global historical data, Joel will highlight other resources available can help leverage the Matrix Book’s messaging. He explains how to tell engaging stories that resonate with investors at different stages of their financial journey.
About the Speaker:
Questions: Contact Sarah at admin@austinfpa.org.
Topic
Investment Planning