In financial services, meaningful relationships matter. Clients want to work with advisors who share their values and understand their goals, are open and authentic about their purpose, and are committed to making a positive impact.
“Advisors that stick to some service plan or predetermined schedule are not setting the relationship up to move from vendor to someone who’s a truly admired advisor.” ~ Ben Walker
In this episode, Steve talks with Ben Walker, Vice President and Head of Global Client Service at Dimensional Fund Advisors. With over 16 years of experience serving a variety of roles at Dimensional, Ben has become a guiding light in creating meaningful relationships.
Ben talks with Steve about the difference between going all-in in a relationship versus just having a great relationship. He also dives deeper into how to build trust and competence, which is critical in having a true all-in relationship, and why having purpose and wearing it on your sleeve is important.
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For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design | Build | Protect® client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. He is also the host of the Admired Advisor podcast. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve lives in Edwards, CO and enjoys spending time with his daughters skiing in the winter or golfing in the summer .