Understanding Your Clients

1 CE Credit | 53 Minutes

What do clients truly value in their relationship with financial professionals? Using results from Dimensional’s Global Advisor and Global Investor Studies, this course explores years of client research and data to uncover the preferences, motivations, and priorities that shape the client experience. Participants will examine how clients prefer to communicate, including when, how, and through which channels—as well as what they value most when faced with a range of choices. The course will then translate these insights into practical ways financial professionals can tailor their messaging and client interactions to better align with what matters most to their clients.

Learning Objectives

1. Interpret client data to uncover insights that may not be immediately apparent from quantitative results alone.
2. Identify key client preferences and motivations based on data from Dimensional’s Global Advisor and Investor Studies about what clients value most.
3. Explore how Net Promoter Scores (NPS) can help identify Promoters and inform opportunities to strengthen client relationships and generate referrals.
4. Apply insights from Dimensional’s Global Advisor and Global Investor Studies to tailor client communication strategies.

To earn a credit, review the video/materials and take the exam by clicking below.