Understanding Your Client

1 CE Credit | 52-Minute Video

Using results from Dimensional’s Global Advisor and Global Investor studies, this session offers insights to help advisors examine their clients’ preferences and expectations, which in turn can lead to better client referrals. The presentation discusses the importance of identifying profiles for your ideal target client and explores ways to match your value proposition with investor needs and effectively articulate it to investors. The session also looks at investors’ preferred ways of engagement and proposes building blocks to help increase client referrals.

Learning Objectives

1. Learn how to define your target-client profiles based on key attributes and how to better articulate your value proposition to these types of clients.

2. Discover the primary ways clients measure the value received from their advisor.

3. Improve client interactions in virtual and in-person meetings by exploring client needs and preferences and considering ways to better engage with younger generations.

4. Evaluate opportunities to generate referrals among existing clients by understanding their expectations and establishing a process for educating clients on how to refer.

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