The Winning Financial Planning Formula

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

Wednesday 19th January, 10am

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

A compelling and engaging value proposition is the cornerstone of a successful financial planning business.

In this webinar David Jones, Head of Dimensional’s UK and Ireland Advisor Group, will demonstrate a proven framework for understanding the evolution and development of a transformed advice business and the components of a successful client experience.

This workshop is designed to deliver the following learning outcomes:

  • How to present the financial planning formula – a simple way to communicate a compelling financial advice proposition in an initial client conversation 
  • Why advice is best delivered through comprehensive financial planning 
  • The importance of creating robust and stainable processes to deliver a lifetime of planning for clients


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