Who should attend?
Financial professionals seeking to enhance their communication skills using a framework that can apply to a variety of investment conversations.
Topics
- The Power of Effective Client Communication—Introduces Dimensional’s 4S Framework® and how to implement it in client conversations.
- Applying the Framework—Covers how to apply the 4S Framework® to specific topics, such as:
- Is Now a Good Time to Invest?
- Shiny Objects
- Dimensional Difference
- Premiums and Global Diversification
FAQs
Do I have to travel?
Yes. This event is designed for in-person interaction and is not available virtually. We host multiple conferences at our offices in Austin, Charlotte, and Santa Monica each year. We also go to select cities across the United States for roadshow conferences. Check the schedule to see if there will be one near you this year.
Is there a fee to attend the event?
No fees are associated with the event; however, registrants are responsible for travel and lodging expenses.
What expenses are paid by Dimensional?
Dimensional covers the cost of food and beverages at the conference, which averages $200 per person, per day.
Will you be offering continuing education credit at the event?
This workshop is not eligible for CE credit. If you are interested in CE credit, view our CE Credits On Demand offerings.
Have a question about Dimensional Events?
Send our client support team a message or give us a call at (512) 306-4308 (financial advisors) or (512) 306-4411 (institutional investors) for more information.