Dimensional communities bring financial advisors together to share expertise around investment solutions, client messaging, and business strategy.
The Women and Wealth Community started with a simple question: Is serving women different? Whether we are talking about common hurdles women may face or what contributes to their financial peace of mind, our efforts are built on real-world experience from hundreds of advisors globally.
Leading financial advisors share their thoughts on how to enhance the client experience for women in the following videos:
Discover the collective insights of the community around how to best serve different demographics of women:
Navigating Loss: Working with Widows
Tuesday, May 25, from 1–2 pm CT
Financial advisors interested in joining Dimensional’s Women and Wealth Community can contact us at firstname.lastname@example.org.