Andrew Walker at HUM London 2019
It’s The Relationship, Stupid!
At Humans Under Management London 2019, Andrew Walker presented on the importance of client relationships in financial advising. As the Regional Director of Dimensional Fund Advisors with over 20 years of experience, Walker provides valuable insights for financial advisers.
The talk addresses the challenge of differentiating personal financial advice from large corporate firms, emphasising the essential role of relationships in client retention and satisfaction.
Key points include:
- Understanding client stressors and how financial advice can alleviate anxiety related to money.
- The significance of fostering emotional connections with clients, which can enhance loyalty and referrals.
- The role of comprehensive services beyond investment advice, including tax and estate planning.
- Insights from Dimensional’s Global Investor Survey on client perceptions and the factors that influence their choice of adviser.
Watching this video will equip financial advisers with practical strategies to strengthen client relationships, improve client satisfaction, and ultimately enhance their practice's success.
