Efficient back office operations don't happen by accident—it's built on a repeatable framework. Reporting, billing, and trading are the core of that framework, and how well you run them shapes everything from client experience to quarter-end stress. The difference is having a clear, consistent process.

Walk away with a step-by-step framework you can put to work the day you're back in the office. No workarounds. No second-guessing. Just a clean, accurate process you can run every quarter.

Join us for a hands-on workshop built around two of the most valuable conversations you have with clients — tax planning and insurance review.

First, Austin Hunt, CFP®, CIMA®, will share practical ways to fold tax planning into your everyday client work, then walk you through Holistiplan's Roth projection tool so you can model conversion scenarios and explain the impact with confidence.

Then Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS, will guide you through real declaration pages — showing you how to quickly spot missing coverage, mismatched limits, and gaps across home, auto, and umbrella policies.

The Science, The Art, and The Practice of Investing shares insights across three aspects of achieving a successful investment experience. The pre-conference provides attendees with an understanding of the science behind foundational investment principles, the art of bringing those ideas to life for clients and communicating how they impact their financial wellbeing, and the practice of aligning investment solutions with clients’ needs throughout their investment journey. This half-day event is designed for planning-focused advisors who are exploring ways to pursue an evidence-based approach to investing, evaluate their investment offering and how solutions align with goals, and refresh how they communicate investments to their clients. 

Advisors leave with a strong understanding of how Dimensional integrates financial science into their investment portfolios, tools and lessons on how to communicate investments to their clients, and insights into the investment solutions available to help meet clients’ needs.

All financial planners and advisors are welcome, with or without an existing relationship with Dimensional.

Kacie Jason | Regional Director & Vice President, Dimensional Fund Advisors

For many solo RIA owners, the transition from "doing it all" to hiring help feels like a leap into the dark. You know you’re overwhelmed, but do you know exactly who you need or how much of your time is actually being drained by low-value tasks? This interactive workshop moves beyond the theory of scaling and gets into the tactical weeds of your firm’s operations.

Using the XYPN Firm Accountability Tracking Tool, you will conduct a live audit of your current workload to identify the specific "soul-draining" tasks that are stalling your growth. You’ll walk away with a data-backed roadmap for your first outsourced partner or hire, shifting your firm from reactive survival to intentional leadership.

As you evaluate your time usage, we'll calculate the true cost of being solo. You will see the financial impact of performing administrative or operational tasks yourself, and learn how to reallocate those hours into high-value growth activities that justify the cost of support. After this pre-con, you'll be able to identify which operational gaps are best filled by an outsourced partner (1099) versus an internal hire (W2), and get access to specialized resources for both.