We want to build deep, working relationships with advisors who share our desire to pursue better financial outcomes for their clients. We believe that client-focused advice and efficient, value-added access to the capital markets can be a successful combination for both advisors and their clients.

We have seen many advisors thrive with this approach by reorienting their business around the client experience. These firms focus on offering guidance to help investors think differently about investing, so they may pursue long-term goals without the daily worry.

Redefining Financial Advice


Seven financial advisors from around the globe reflect on how the industry has shifted for the better and what it means to put clients first.

What helps make a great investor experience?
  • Being well prepared for the range of possible outcomes.
  • Having an investment philosophy you can stick with.
  • Tuning out the noise and focusing on what you can control.
  • Taking a long-term view of investing.

Supporting Key Elements of Your Practice

Dimensional global firms* have worked with financial advisors for more than 40 years to help them as they build differentiated, client-focused businesses. Our service model begins with investments, including education and training on Dimensional strategies, and that support extends to other areas of financial advice to help meet an advisor’s business and messaging needs.

    Gain insights to build solutions
    Learn more about modern finance and Dimensional Investing while developing a framework for building globally diversified portfolios that target higher expected returns.
    Communicate effectively
    Leverage Dimensional resources and support to educate clients on key investment principles, manage their expectations and communicate the value of advice.
    Manage and grow your business
    Tap into Dimensional’s advisor benchmarking studies, training and education and other resources to enhance your practice.

Providing a Wide Range of Resources

Advisors working with Dimensional enjoy a vibrant community where they can network with other like-minded professionals and participate in educational conferences and workshops. We also offer tools, training and personalised support to help advisors during their business transition, and we are continually developing new content and programs to support an advisor’s marketing and client communication efforts.

Be a part of the community
  • Conferences and workshops
  • Study groups
  • Webcasts
  • Advisor Benchmarks studies
  • Dimensional videos
  • Executive Forums
Tailored support for your firm’s financial services business
  • Dedicated team of regional directors and client service associates
  • Insights from Dimensional researchers and academic leaders
  • Portfolio and performance tools
  • Staff training
  • Videos and content for training and education
Aid your marketing and client communication
  • Dimensional-authored content
  • Client-ready materials
  • Educational videos that can be embedded and shared
  • Find an Advisor program
Dave Butler
Dave Butler
Co-Chief Executive Officer
“An advisor gives discipline around the process and helps a client stay invested through good markets and bad.”

Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.

“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd, Dimensional Japan Ltd., 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. Dimensional Directors refers to a member of the Board of Directors of the general partner of Dimensional Fund Advisors LP.

Contact Us
You can reach our client services team at +61 (2) 8336-7100, or send us a message using the form below.