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Dimensional Perspectives

Dimensional hosted chief marketing officers and other wealth management leaders in Austin. Dimensional Head of Marketing Karen Dolan facilitates a breakout session on media opportunities.

To meet the ever-expanding needs of clients and advisers, Dimensional looks to create innovative learning experiences. This year, the firm combined its popular CMO Forum and Media Summit, providing chief marketing officers and other wealth management leaders an opportunity to connect.  

Conference attendees experimented with cutting-edge voice marketing technologies in workshops, collaborated during roundtable discussions, and gained insight into Dimensional’s approach to marketing trends through a series of leadership talks. They also participated in a Shark Tank-style exercise to pressure-test ideas they are exploring.

A panel of financial advice innovators led a conversation on the future of marketing and media. The panelists discussed how to build adviser and investor communities, scale impactful ideas with a lean team, and establish trust with clients digitally and in person.

“It’s like growing an orchard,” one participant said of building financial communities. “It’s a lot of hard work. It takes time to mature. But, when it does, it’s an incredible way to empower investors.”

Participants also had an opportunity to learn from Dimensional leaders and tap into their expertise. Dave Butler, Co-CEO, and Karen Dolan, Head of Marketing, discussed Dimensional’s recent campaign celebrating 30 years of working with financial advisors and the firm’s commitment to redefining professional advice.

“We are taking a stand that investors are better off with professional help,” Dolan said. “There's a better way to think about investing and a community of wealth managers who are helping to transform financial lives.”

The CMO Forum and Media Summit are part of Dimensional’s broader commitment to fostering communities of advisors. The firm serves as a resource to 50 study groups representing more than 550 firms. In addition, Dimensional has helped to develop a half-dozen specialty groups organized around interests like sustainability.

As the wealth management space evolves, Dimensional will continue to bring together industry marketing and media leaders to learn from one another and collaborate on innovative marketing strategies.  

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Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

All expressions of opinion are subject to change. This article is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.