Dimensional 360
A great client experience is enhanced through effective communication. Learn advanced techniques and leverage our resources to educate clients, encourage discipline, and communicate the value of advice.
Messaging Training and Our 4S Framework™
Our messaging workshops offer insights to help you drive meaningful conversations with clients and prospects. Use our 4S Framework to personalise interactions through scripts, stories, sketches, and supplements.
Client-Ready Materials
Access MyDimensional, our secure website for financial professionals, to download a wide range of shareable content for client education and marketing.
Articles
Dimensional researchers, investment experts, and thought leaders offer insights on research, markets, news events, and Dimensional Investing.
Quick Takes
Use these shareable one-pagers to highlight key investment and market principles.
View “There’s Stock Picking. There’s Indexing. Then There’s Dimensional Investing.”
Data Vids
Short, animated videos put investing concepts in motion to deliver straightforward messages about markets to investors.
Watch “Dimensional Looks at Rebalancing Every Day. Indexers Can’t.”
End-Investor Slides
Choose from a collection of topical, multi-slide modules to educate clients on markets and investing.
Brochures
Introduce your clients to our firm, strategies, and evidence-based investing through an extensive collection of digital and print brochures.
View “The Scientific Pursuit of a Better Way to Invest” (PDF)
Videos
Our library of videos covers a range of investment topics and offers convenient links to share with clients and prospects.
CONNECT WITH US
We built our business on supporting yours. Learn more about Dimensional’s evidence-based solutions and 360-degree services.
Need immediate help? Contact our client support team at +1 (647) 498-9151.