Pursuing a Better Investment Experience #1
Description
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-42360001
0.25 Client Care & Practice
0.50 Technical Competence
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls.
Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/
David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/
Strategy First Website: https://www.strategyfirst.com.au/
For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126
General Disclaimer – https://www.ensombl.com/disclaimer/
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