Showcasing the Value of Your Advice
The scope of services provided by advisors continues to expand each year, due in part to a greater emphasis on holistic advice and personal connections with clients. As your service offering and teams grow, it can be helpful to consider how you’re linking your fees to higher value delivered.
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.
Webcast Replay
For Financial Advisor Use Only – Not for Use with the Public
Review a framework for differentiating the service and support you give your clients and effectively responding to questions about fees and services that go beyond investment decisions.
ML26-002841 | 12/31/2026
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.
ML26-002656 | 6/1/2026
Stocks 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.
ML26-002656 | 6/1/2026
Pursuing 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.
ML26-002886 | 4/15/2027
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.