D360
Dimensional 360

Client Communication

A great client experience is enhanced through effective communication. Learn advanced techniques and leverage our resources to educate clients, encourage discipline, and communicate the value of advice.

At Dimensional, we've developed an approach to communication that can help you elevate how you interact with clients. We call it the 4S Framework because it applies four key elements, scripts, stories, sketches, and supplements, to help make your communications more personalized, meaningful, and effective. You can use these elements to tailor your approach based on your environment and each client's interests and their learning style. Your scripts are the raw elements of effective communication. Using carefully thought-out words and phrases, you create talking points that can guide your client interactions. A script serves as a narrative outline to help you prepare for conversations and stay on message when responding to client questions. Stories help bring your words to life. You can use an example, analogy, comparison, or a longer story to help someone emotionally connect with your ideas, and you can structure and mold a story to suit each client's perspective. A sketch can help a client visualize a complex idea, especially if you draw the picture while explaining it. Your sketch doesn't have to be sophisticated to make an impression. Simple drawings work best. Supplements refer to materials that support and amplify your message. By combining slides, videos, articles, brochures, books, and other materials, and adding these to your scripts, stories, and sketches, you can greatly deepen a client's understanding of a topic. The 4S Framework is a unified system in which each element plays a role in shaping client interactions through effective communication techniques and your personal learning style. Dimensional has created resources to help you master the framework. Explore each section to see examples of using the 4S elements to address specific topics. You can also learn about additional 4S Framework training through Dimensional's applied communications workshops and in-office sessions customized to your firm. If you have any questions, please contact your Dimensional representative. Thank you.

Client-Ready Materials

Access MyDimensional, our secure website for financial professionals, to download a wide range of shareable content for client education and marketing.

D360 Client Communication_Insights_Thumb
Articles

Dimensional researchers, investment experts, and thought leaders offer insights on research, markets, news events, and Dimensional Investing.


Explore Dimensional Insights

D360 Client Communication_Quick Takes_Thumb
Quick Takes

Use these shareable one-pagers to highlight key investment and market principles.

 

View Sample: Think Twice About Chasing the Biggest Stocks

D360 Client Communication_Data Vids_Thumb
Data Vids

Short, animated videos put investing concepts in motion to deliver straightforward messages about markets to investors.

 

View Sample: Does Higher Inflation Hurt Stock Market Performance?

D360 Client Communication_End Investor Slides_Thumb
End-Investor Slides

Choose from a collection of topical modules to educate clients on markets and investing.

 

Available on MyDimensional

The Scientific Pursuit of a Better Way to Invest
Brochures

Introduce your clients to our firm, strategies, and evidence-based investing through an extensive collection of digital and print brochures.

 

View Sample: The Scientific Pursuit of a Better Way to Invest


Connect With Us

We built our business on supporting yours. Learn more about Dimensional’s evidence-based solutions and 360-degree services.

Read our Privacy Policy.