POWER Partner

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Dimensional has worked with financial advisers around the world for over 30 years. We want to build deep, working relationships with advisers who share our desire to pursue better financial outcomes for their clients. We believe that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for both advisers and their clients.

Our relationships with advisers begins with investments and extends to other key areas of an adviser’s business and messaging needs, with the aim of helping advisers enhance their clients’ experience. Dimensional is delighted to help to raise the profile of financial planning and to share our insights from the diverse community of adviser businesses we work with globally.

Power Dimensional Resources

1. Why Financial Planning with David Jones

David Booth on the Power of Professional Advice (Video)

Dimensional Founder David Booth shares his perspective on the value of professional advice. In an uncertain world, the right financial adviser can help you determine the best overall investment approach.

10 attributes of Great Financial Advisers

Dimensional has over 30 years’ experience of working with financial advisers, a collaboration that has helped change the way the world thinks about investing. To recognize that impact, we have compiled 30 ways that investors can benefit from the industry’s transformation and consider 10 common attributes of advisers who are focused on delivering a great client experience.

Webinar: Financial Planning and the Value of Advice

The first of twelve monthly PFS POWER Webinars supported by Dimensional Fund Advisers. David Jones discusses why there has never been a more important time to be a financial adviser and what, specifically, advisers can do to build strong client relationships and successful businesses focussing on the value of advice.

2. The Power of Purpose with David Swanwick

Firm Mission, Vision and Values Statements (Practice Points pdf)

In the most recent Dimensional Advisor Benchmark Study, 77% of firms participating indicated they have written Mission, Vision, and Value statements. These materials serve across multiple areas of the business, including developing firm culture, informing the people they wish to be a part of the organization, and the client types for which they most align.

Webinar: The Power of Purpose

While many firms may believe they have a proper mission and value proposition, not all firms spend the time to understand the definitions of these key concepts and how impactful they can be for their business, for existing clients and for attracting new clients. David Swanwick illuminates the power of these critical ideas.

3. The Business of Financial Planning with Blair Anderson

Webinar: The Business of Financial Planning

Drawing on the results of Dimensional’s Global Adviser Benchmarks Study, Blair provides insights into the running of a Financial Planning firm both from the perspective of those transitioning to providing a full Financial Planning service and those currently providing one.

4. Structuring Effective Client Communication with David Swanwick

Webinar: Structuring Effective Client Communication

Having previously explored the significant value that financial advisers can add to the lives of their clients, this session seeks to provide a robust framework around how advisers can communicate their value and answer client questions effectively and clearly.

5. Engineering Robust Systems to Deliver Exceptional Client Service with David Jones

The evidence from Dimensional’s Global Adviser Study confirms that, after client acquisition, the number one challenge for advisory firms is the creation and implementation of robust systems, processes and workflow.  The most successful financial planning firms recognise that world-class service delivery is a key differentiator in meeting their objective of attracting and retaining ideal clients.

This session covered

  • Why service delivery is the cornerstone of a great financial planning business
  • Tools and tips for designing and implementing robust workflow
  • The right way to think about IT – and why it is not a silver bullet for all systems and process issues
  • A practical example of a system for designing and implementing an investment policy.

The presentation was run by David Jones, Head of the UK & Ireland Advisor Group at Dimensional Fund Advisors who was be joined by Angus MacNee, Managing Director of the independent IFA network, ValidPath.

Client Feedback (Practise Points pdf)

This Practice Point explores why client feedback is so important and how you may want to approach asking clients for their feedback.

Client Referrals (Practise Points pdf)

Client referrals are the number one source of new business for advisors, according to results from Dimensional’s 2017 Advisor Benchmarks Study.  This practice point looks at why clients do not currently refer, how to boost your client referrals and some tips for communicating the referral process.

6. Back of a Napkin Financial Plan with David Jones

This session is aimed at helping financial advisers communicate their value through the use of heuristics, simple calculations and sketches (on the back of a napkin) to illustrate the importance of Financial Planning.

Designed to model a real-life conversation with a client or prospect, we will demonstrate how concepts such as

  • ‘knowing your number’
  • ‘understanding risk’ and
  • ‘why you should expect a return’

can be positioned in a real-life interaction with a client or prospect and form the basis of a back of a napkin financial plan.

The presentation was run by David Jones, Head of the UK & Ireland Advisor Group and Blair Anderson, Regional Director at Dimensional Fund Advisors.

Learning outcomes:

  • How to communicate the value of Financial Planning with simple stories and sketches
  • How to position Financial Planning concepts in real-life interactions with clients and prospects
  • How to guide clients to make better financial decisions and maintain a more disciplined approach to investing.

Key Questions for the Long-Term Investor

This article looks at 10 difficult questions that investors will ask themselves at some point on their investment journey and explores how we can help improve investors’ odds of investment success in the long run.

David Booth on Dealing Thoughtfully with Uncertainty

In this video, Dimensional founder David Booth looks at some simple strategies that you can apply to create a plan for tomorrow, even though you might not know exactly what may come.

7. Cutting Through the Noise: ESG and Investor Behaviour with Steven Greenfield

In a recent survey of UK based advisory firms, the most prevalent discussion topics requested were those of ESG and additionally, Investor Behaviour, Advisers often tell us that their clients feel uncertain about the level and type of information related to sustainability and ESG, and how this makes it difficult to make decisions that are best for those client’s needs, and values. This session will;

  • examine behavioural aspects of individual decision making toward sustainability investing.
  • explore some of the motivations of individual investors for considering sustainability in their decisions and
  • offer insight into how, as communicators, we may help investors make decisions that match their own goals.
  • explore the research into decision making, and use practical examples to help investors think about their ESG related choices.

Participants will learn a selection of the key findings from the research into investor behaviour, in addition to practical considerations which can help clients cut through the noise of ESG investing.

8. Back of a Napkin Financial Plan Part 2: Using the Matrix Book with David Jones & Blair Anderson

Following on from June’s PFS Power webcast, please join David Jones, Head of UK & Ireland Adviser Group, and Blair Anderson, Regional Director, who will demonstrate how to use Dimensional’s Matrix Book to build on the core ideas from the Back of A Napkin Financial Plan presentation.

In this webcast, David and Blair will show…

  • How the Matrix Book can help planners interpret market returns through the decades, and reveal the stories behind the data
  • How to use simple narratives and visual techniques to highlight investment principles
  • How to bring key market concepts to life for your clients and prospects

This session is suitable for investment professionals and client-facing advisors.

9. The Most Important Meeting: Building Lasting Client Relationships with Regular Reviews with Andrew Walker & Emily Turgoose

A compelling and engaging review meeting is a one of the financial planner’s most important client interactions. Executed well, it enhances the planner’s relationship with their client and helps them to powerfully demonstrate the ongoing value of their advice. 

In this session, led by Dimensional Regional Director, Andrew Walker, with contributions from some of the UK’s leading planners, we will draw on lessons from Dimensional’s Global Investor Survey to explore the key ingredients of a great client review.

We will cover:

  • How to create a powerful client experience that strengthens the adviser’s relationship with their client and reinforces the value of advice
  • How to monitor the progress of the client’s financial plan, keep them track and deal with changes in their circumstances
  • How to handle the investment questions such as performance, fees and market commentary, and keep control of the agenda

Links to resources

10 Enhacements to Financial Advice

Tuning Out the Noise

10. The Power of a Personal Brand: How to Differentiate Yourself from the Competition with Apollo Lupescu

Building a strong personal brand can differentiate you from the competition and accelerate your client growth.  Apollo Lupescu, Dimensional Vice President, will explore why developing a personal brand is so crucial and will provide practical tools that you can use to enhance your own personal brand.

In this webcast, Apollo will show…

  • How to develop your niche and align your values with your clients
  • Why a personal brand is so important to the client experience
  • Tangible ways to build and develop your own personal brand

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