Join the conversation with Jeremy Houser as he digs into this intriguing concept in this episode of the Advisor Mentorship Podcast. This episode goes beyond typical financial advisory talks, diving into groundbreaking strategies that are reshaping how advisors achieve success and maintain balance in today’s ever-changing world.
In this insightful episode, Jeremy dives into topics including:
Strategies for expanding your business in a rapidly growing industry
The art of delegation and its impact on team growth and profits
The transformative role of social media and AI in financial advising
Insights into a unique advisor community and its networking secrets
How the ‘Amazon effect’ is altering customer expectations in finance
Effective preparation for the significant wealth transfer happening in the next 22 years
And much more!
Don’t miss out on this episode, which offers more than advice – it’s a roadmap to transforming your advisory practice.
The Advisor Mentorship Podcast has reached a new milestone! 50 Episodes!
Milestone episodes deserve milestone guests, which is why this week, Jeremy Houser welcomes Rob Harvey, CFA, Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors.
In this special episode, Jeremy and Rob sit together to chat about the work being done at Dimensional for their clients, as well as the importance of long-term thinking and consistency in investment strategies. Additionally, Rob explains Dimensional’s positioning in the fixed income space, the potential for higher yields in markets outside the US, and the importance of data driven decision making.
Rob discusses:
His background and role at Dimensional
The significance of advisors and asset managers aligning their long-term investment strategies
The importance of positioning in the fixed income space based on yield curve movements and the need for active management
Global fixed income opportunities
How Dimensional’s approach to index construction relies on the insights of leading academics
The importance of having a complete understanding of volatility and how it can help capture more returns in asset classes
The movie “Tune Out the Noise” and its focus on the foundation and origins of Dimensional
Rob Harvey, Co-Head of Product Specialists and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.
Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.
Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® Charterholder.
