Breakout Session

Understanding Your Clients: Investor Benchmarking Survey

Level of Complexity: Overview

Presenter(s)

• 

  Stephen de Man

  Senior Associate
  Dimensional Fund Advisors

This interactive session will explore the results from an end investor survey conducted by Dimensional Fund Advisors. The survey is designed to provide insight into the motivations, preferences, and attitudes clients hold when considering their relationship with an adviser. Attendees will gain insight into how different client segments make decisions regarding an adviser, what is important for an ongoing relationship, and how clients measure the perceived value advisers deliver.

Learning Objectives:

• Understand how clients select advisers and steps can be taken to increase the response rate during the initial engagement
• Analyze segmented demographic groups and their different needs when looking at their relationship with financial advice.