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Working on Your Craft

What Are the Benefits of Working with Dimensional Fund Advisors?

One of the benefits of working with Dimensional Fund Advisors (DFA) is the firm's commitment to upping their game. That ethos flows to their community of advisors as well. Yesterday I traveled to Charlotte along with 80 plus other financial advisors for a DFA sponsored workshop. The workshop had nothing whatsoever to do with investments. It was solely focused on improving communication with clients, with a variety of experts sharing research and ideas to help me improve my game, and by extension, the work I do on behalf of clients.

One of the similarities I love between the advisory profession and athletics is the constant of improving your game, never being satisfied with where you are, a constant striving to #getbetter (as a coaching friend of mine likes to say!)