Dimensional Fund Advisors – Scaling Your Business: simple frameworks for building a successful practice
Dimensional Fund Advisors provide evidence-based investment solutions for clients and have partnered with financial planning firms for over three decades. Drawing on data from Dimensional’s Global Advisor Study, this will be an excellent opportunity to hear how top-performing practices have mastered the delicate balance of growth and capacity in scaling their businesses. The presentation will demonstrate some powerful frameworks and tools that can help transform how you and your team can plan for success.
The session is designed to deliver the following learning outcomes:
- Learn how these firms manage and optimise resources to support growth and enhance client service.
- Gain insights from successful business owners on the growth strategies that have worked for them.
- Discover how top-performing practices keep client satisfaction high whilst expanding their client base.
Featuring
David Jones
Head of UK and Ireland Advisor Group Dimensional Fund Advisors
David Jones heads Dimensional’s UK and Ireland Advisor Group out of the firm’s London office. He brings more than 30 years of financial services experience to his role, leading the team of Regional Directors that support the firm’s financial ...
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