Skip to content
Episode details

In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and David Haintz, Partner at Merchant Investment Management and Principal at Global Adviser Alpha. They discuss using your investment philosophy to provide clients with confidence, along with looking at the post implementation relationship and what advisors can do to strengthen this.

To learn more about the Dimensional difference, visit their website.

Join the Ensombl platform:
App Store
Google Play

Episode links

More from the Your Advice Toolkit

The latest