Showcasing the Value of Your Advice
Thank you for your interest in the “Showcasing the Value of Your Advice” webcast.
Here is a sampling of resources that advisors like you have found helpful in client discussions. If you’re interested in other resources like these, please reach out to your Regional Director or contact us.
Webcast Replay
Professional Use Only
Review the framework we shared for differentiating the service and support you give your clients and effectively responding to questions about fees and services that go beyond investment decisions.
Quick Takes
Client Ready
Use these Quick Takes with clients to reinforce key principles about long-term investing. Each features an illuminating chart with concise explanations.
History Shows That Stock Gains Can Add Up After Big Declines
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
View PDFStocks Have Rewarded Investors over the Long Term
Financial markets have a long history of delivering growth that has rewarded disciplined investors who can look past the daily headlines.
View PDFPursuing a Better Investment Experience
Client Ready
This brochure features 10 principles that can help investors effectively target long-term wealth in capital markets. Themes include the power of markets, growth of wealth, drivers of returns, global diversification, and investor discipline.
Join Us for an Upcoming Event!
Dimensional Events
Dimensional hosts a variety of larger events throughout the year, focusing on investment, communication, and business strategy topics.
Lunch and Learn
Designed as compact, pop-in sessions for financial professionals around the country, these interactive settings offer a chance to connect with Dimensional speakers and peers to exchange perspectives.
Disclosures
This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.