Organic growth isn’t just for the top firms. It’s available to any advisor—if you’re working from the right playbook. 

Feeling bogged down by client relationships that drain your energy or don't align with your financial goals? This intensive 4-hour workshop is designed for established financial planners like you who are ready to take a strategic look at their existing client base.

We'll move beyond simple revenue metrics and delve into a powerful evaluation framework using the XYPN Client Evaluation Matrix, inspired by the principles of the Eisenhower Matrix. You'll learn how to objectively assess each client based on two critical factors: the effective hourly rate they generate for your firm and the level of joy, fulfillment, and positive impact they bring to your work.

Through practical exercises and expert guidance, you'll gain clarity on which client relationships are truly serving you and your firm, and which may be hindering your growth and well-being. More importantly, you'll walk away with actionable strategies for engaging with clients in each quadrant – from nurturing high-joy, high-revenue relationships to strategically addressing those that fall short.

Finally, we'll introduce you to tools you can implement immediately to streamline your ongoing client evaluations. Learn how to proactively identify potential misalignment in the years to come, ensuring your practice remains filled with clients who bring both significant value and genuine professional satisfaction. Reclaim your time, energy, and passion for financial planning by mastering the art of strategic client management.

Solo advisors face unique challenges, but also unique opportunities. In this session, Michael Baughman will share smart, streamlined tax planning techniques that deliver high-impact results without the need for a large staff. Discover how to confidently integrate tax strategy into your workflow and position your firm as indispensable to clients.

Roger Pine, CEO, CFA®, CFP® - Co-founder and CEO of Holistiplan Dive into the latest OBBBA tax law changes and what they mean for financial planners. Roger will break down key updates, provide planning implications, and show you how to stay ahead of the curve in a shifting regulatory landscape.

Finally, the trip will deliver a hands-on walkthrough of Holistiplan's Roth projection capabilities. Learn how to model real scenarios, identify client opportunities, and clearly communicate the impact of Roth conversion strategies, turning insights into action. 

The Science, The Art, and The Practice of Investing shares insights across all three aspects of achieving a successful investment experience. This half-day event is designed for planning-focused advisors who are exploring ways to more closely connect investment solutions to their clients’ goals and financial plans. This event is designed for both advisors who are new to Dimensional and those who want a refresher on foundational concepts. The conference provides attendees with an understanding of the science behind foundational investment principles, the art of bringing those ideas to life in live portfolios, and the practice of coaching and educating clients throughout their investment journey.

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 on mapping out their firm's future growth.

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