Engineering Robust Systems to Deliver Exceptional Client Service

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

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David Jones, Head of the UK & Ireland Advisor Group, Dimensional Fund Advisors Ltd

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 will cover

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


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