Financial Advisors
Dimensional works with financial advisors to help them deliver an exceptional client experience.
We believe that a financial advisor can offer the expertise, tools, and perspective to help clients pursue better financial outcomes. Since 1989,1 we have worked with financial professionals from diverse disciplines and advisory models to help them build successful, client-focused businesses. These relationships are based on a shared desire to provide outstanding services and investment solutions.
Learn more about joining a dynamic community of advisors by contacting a Dimensional representative below.
- Being well prepared for the range of possible outcomes.
- Having an investment philosophy you can stick with.
- Tuning out the noise and focusing on what you can control.
- Taking a long-term view of investing.
Comprehensive Solutions to Your Business Challenges
Dimensional 360™ helps you build a more successful wealth management business through education, coaching, and a full array of resources tailored to your firm’s needs.
Our support begins with investments. We can show you how to get the most from leading research and use Dimensional strategies to enhance your investment offering. Beyond investments, Dimensional 360 extends across other essential functions of your business—communication and strategy—to help you elevate the client experience and position your business for higher growth and success.
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INVESTMENTS
Gain insights and build
global solutions- Advanced research and thought leadership
- Customized tools for portfolio analytics and models
- Portfolio consulting tailored to your client needs
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COMMUNICATION
Engage effectively
with your clients- Enhanced client communications using the Dimensional 4S Framework™
- Extensive library of marketing and client education materials
- Comprehensive support for your client events
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STRATEGY
Innovate and grow
your business- Insights from our annual Global Advisor Study and Global Investor Study
- Detailed business planning through our Future Firm™ strategic visioning
- Deep support for M&A and succession planning
Dimensional 360 Delivered
We deliver a full spectrum of services through multiple channels:
Professional Consulting
One-on-one consultations with investment specialists and client support teamsClient Communities
Professional study groups, executive forums, and specialty peer networksEvents
Conferences, symposiums, and focused workshops featuring Dimensional thought leaders and industry expertsWebcasts
Live and recorded events featuring expert analysis on markets, research, and industry topicsProfessional Training
Investment education, personal skills development, and business strategyMyDimensional.com
Website offering exclusive access to digital resources, tools, and content
1Dimensional Fund Advisors LP was founded in 1981.
Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.
*“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.
