Triangle-Structuring Effective Client Communication
This presentation introduces a framework for effective client communication with an emphasis on addressing common client questions. Specifically, the discussion covers best practices for employing key communication tools: stories, scripts, sketches, and supplements. To reinforce the material, Christian will share examples of the impact these tools can have as part of discussions with clients and prospects.
Christian Newton, Vice President Dimensional Fund Advisors
Christian Newton helps financial advisors leverage Dimensional's capital markets research and its application to portfolio and practice management. Previously, Christian spent 10 years in Dimensional's Marketing group, serving variously as Art Director, Head of Interactive, and Vice President of Marketing, with a focus on creating materials for financial advisors. Christian experienced the first wave of internet growth working at consulting conglomerate USWeb/CKS. He holds a BA in history from the University of Massachusetts at Amherst. His online writing has been profiled in the New York Times and Entertainment Weekly.