Back of a Napkin Financial Plan Part 2: Using the Matrix Book

By: David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.
Dimensional
David Jones
Head of the UK & Ireland Advisor Group, Dimensional Fund Advisors
Blair Anderson
Blair Anderson
Regional Director
Dimensional Fund Advisors

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.


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