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Mark Gochnour
Head of Global Client Services at Dimensional and host of The Informed Investor, guiding conversations on financial headlines and investment principles for the podcast.
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Dec 6, 2024
• 20min
The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}
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Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors, shares insights on the art of effective communication in financial planning. He introduces the transformative 4S Framework—scripts, stories, sketches, and supplements—to foster deeper connections with clients. The discussion emphasizes the importance of avoiding jargon and shaping conversations to enhance understanding. Mark also highlights storytelling as a powerful tool to build trust and engagement, making financial concepts relatable and memorable.
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