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Dimensional Perspectives

Dimensional hosted chief marketing officers and other wealth management leaders in Austin. Dimensional Head of Marketing Karen Dolan facilitates a breakout session on media opportunities.

To meet the ever-expanding needs of clients and advisors, Dimensional looks to create innovative learning experiences. This year, the firm combined its popular CMO Forum and Media Summit, providing chief marketing officers and other wealth management leaders an opportunity to connect.  

Conference attendees experimented with cutting-edge voice marketing technologies in workshops, collaborated during roundtable discussions, and gained insight into Dimensional’s approach to marketing trends through a series of leadership talks. They also participated in a Shark Tank-style exercise to pressure-test ideas they are exploring.

A panel of financial advice innovators led a conversation on the future of marketing and media. The panelists discussed how to build advisor and investor communities, scale impactful ideas with a lean team, and establish trust with clients digitally and in person.

“It’s like growing an orchard,” one participant said of building financial communities. “It’s a lot of hard work. It takes time to mature. But, when it does, it’s an incredible way to empower investors.”

Participants also had an opportunity to learn from Dimensional leaders and tap into their expertise. Dave Butler, Co-CEO, and Karen Dolan, Head of Marketing, discussed Dimensional’s recent campaign celebrating 30 years of working with financial advisors and the firm’s commitment to redefining professional advice.

“We are taking a stand that investors are better off with professional help,” Dolan said. “There's a better way to think about investing and a community of wealth managers who are helping to transform financial lives.”

The CMO Forum and Media Summit are part of Dimensional’s broader commitment to fostering communities of advisors. The firm serves as a resource to 50 study groups representing more than 550 firms. In addition, Dimensional has helped to develop a half-dozen speciality groups organised around interests like sustainability.

As the wealth management space evolves, Dimensional will continue to bring together industry marketing and media leaders to learn from one another and collaborate on innovative marketing strategies.  

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References to “Dimensional” in this material include the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd, Dimensional Ireland Limited, Dimensional Japan Limited, and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

 

This material has been prepared by Dimensional Fund Advisors LP and is provided in Australia by DFA Australia Limited (AFS Licence No.238093, ABN 46 065 937 671).

 

This material is made available for educational purposes, and it is not to be construed as a recommendation of any particular security, strategy, or investment product.