33. Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors
Trends come and go. Some stick around and have a lasting impact. Others are forgotten as quickly as they arrived.
The Global Head of Investment Solutions at Dimensional Fund Advisors, Marlena Lee, dishes on both in this episode of “On the Circuit.” Marlena chats with host Johnny Sandquist on investment fads like AI, holistic approaches and silver bullets. They discuss which have staying power and how advisors can communicate with clients who inquire about them.
This episode of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.
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