Dave Butler, Co-CEO of Dimensional, discusses the evolution of the financial services industry and how both advisory firms and institutions can adapt in a dynamic environment. Recorded on March 31, 2020.
Recording Timestamps (4:00) How discipline can help be effective and calm anxiety (10:12) Business continuity at Dimensional (12:35) David Booth’s perspective and sticking to fundamental principles (17:20) Dimensional employee experience and servicing clients virtually (29:54) The role of a financial advisor (37:30) Dimensional initiatives for 2020 (50:28) Dimensional’s future
