David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
London
David Jones heads up Dimensional’s UK and Ireland Advisor Group and is a Vice President in the firm’s London Office. He brings more than 30 years of financial services experience to his role, leading the team of regional directors who support the firm’s financial adviser clients in the UK and Ireland.
Prior to joining the firm in 2009, David was the managing director of his own financial planning practice, specialising in retirement planning and investment advice for corporate and private clients.
David holds an MA in military studies and a BA in American studies form the University of Manchester. He also holds Master Licenced Trainer desigations in mind mapping, memory skills, speed reading and applied innovation.
Content by David Jones
The Last Day: Helping clients transition into retirement
For most financial planners, preparing their clients for life after work is the most important and valuable service they provide.
Something’s Gotta Give
Every day, financial planners are working with clients to help them resolve their own three-constraint problems.
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Schedule, Commit, Complete
The biggest myth in time management is that time can be managed. It can’t!
Navigating a whiteout
If you are going to venture into an unfamiliar and potentially dangerous environment, go along with someone who knows what they’re doing
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The key ingredients of a successful pitch
In a crowded and competitive market, it’s easy to be overlooked and left behind.
“This is your captain speaking …”
To be effective you need to be able to apply that knowledge to your client's unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.
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The difference between vision and strategy and why it matters
So, as you enjoy some well-earned time off, close your eyes and imagine… if you were walking into your business in five years, what are you experiencing? What clients are you serving?
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Pricing your services
Figuring out the right price to charge for your products and services is a fundamental consideration for anyone wishing to operate a profitable business.
The most important client meeting
Throughout a lifetime relationship, a planner might have many interactions with their clients. Still, I would argue that the review meeting stakes the claim as the most important.
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How to develop a clear investment philosophy and why it matters
Whether your approach to investing is active, passive or a combination of both, developing a clear investment philosophy based on tried and tested principles will allow planners to make investment decisions that are consistent, robust, and defensible.
Advanced Cashflow Planning: Pull your planning up by the bootstraps
In building comprehensive financial plans for clients, planners are increasingly reliant on third-party cashflow planning software to do their work.
The Winning Financial Planning Formula
A compelling and engaging value proposition is the cornerstone of a successful financial planning business.
Building Deeper Financial Advisory Relationships with Women
Dimensional introduced its Women and Wealth community in 2015 in response to the growing interest in this subject from advisors across the globe. We started by asking a simple question: are the financial planning needs of women different?
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Financial Planning and the Value of Advice
David Jones, Head of Dimensional’s UK and Ireland Advisor Group discusses why there has never been a more important time to be a financial adviser.
