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A Day at DPL with David Blanchett | Goal setting with clients

June 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.

A Day at DPL with David Blanchett | Goal setting with clients

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with clients and setting expectations. Blanchett believes that being fully invested in setting clear expectations and outcomes with clients adds great value to the advisor.

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