Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages

Peter Lazaroff, CIO at Plancorp, knew from a young age that he would have a career in investments and wealth management. Now, he helps deliver financial planning advice to clients in various life stages and offers his perspective on how advisors can engage with clients in ways that foster a long-term investment mindset and referability. Hear how he approaches these conversations with clients, solicits feedback on their experience, and his thoughts on the evolution of an advisors’ role.

Peter Lazaroff is not affiliated with Dimensional Fund Advisors. Dimensional Fund Advisors LP does not endorse, recommend, or guarantee the services of any advisor, certification organization, advisory or consulting firm. Dimensional Fund Advisors LP and Plancorp are separate unaffiliated entities.