Financial Planning and the Value of Advice

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

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This is the first of twelve montly PFS POWER Webinars supported by Dimensional Fund Advisers. Each month, Dimensional will introduce essential practice management and personal development subjects to guide advisers as they evolve their practices and position themselves for future growth. We will also feature interviews with practitioners who will offer their own unique perspectives on how to succeed in the current and future business environment.

To introduce the series David Jones, Head of Dimensional’s UK and Ireland Advisor Group will be discussing 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. David will cover findings from Dimensional’s global advisor benchmarking survey as well as tools that planners can use to evaluate their own businesses and introduce a proven framework for developing a transformational advice business and the components of a successful client experience.

This workshop is designed to deliver the following learning outcomes:

  • It will introduce a proven framework for understanding the evolution and development of a transformed advice business and the components of a successful client experience.
  • Present the evidence for The Value of Advice and how this is best delivered through comprehensive financial planning by an experienced adviser.
  • Understand the barriers for a broader acceptance of the value of advice and how to overcome them.
  • Demonstrate a simple way to communicate the value of advice and the key components of a financial plan in an initial conversation with a prospective client