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.