How to Build a $1M / 100-Day Off Practice (And Life You Love)

Grab your seat–and get the success strategies, proven processes, and actionable insights you need to build a $1M/100 day off practice (or whatever your version of success is).  

We’re going to teach you how to be brilliant at the basics and attract ‘just right’ clients, deliver deeper value, build a hyper-efficient practice, and put your growth into high gear – while spending your time doing energy-creating work you love. 

For growth-minded advisors ready to reimagine what’s possible and radically accelerate their success, you’ll up your game, put pen to paper, practice with your peers, and walk away with actionable insights and a one-page plan to create new levels of success. 

Participants will receive a free Practice Diagnostic and access to a private Office Hours Check-In Call post-event.

The Science, The Art, and The Practice of Investing

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 client’s 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, and how to integrate principles of life and investing into the planning process and communicate those to clients.

Lunch will be provided at the beginning of the event with a reception including dinner to follow.

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For more information or to request an invitation to the event, please contact Dillon Hewitt-Castillo at (704) 448-8165 or Dillon.Hewitt-Castillo@dimensional.com.

Learn more about Dimensional and how we support XYPN advisors.
 
Firms with an existing relationship with Dimensional (and new staff members who have never attended a Dimensional event) are welcome to attend. The event will provide a refresher on the information presented at our Foundations Conference.
 
The conference is registered with NASBA and the CFP board for 3 hours of continuing education credits. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Life Planning Mastery

Life Planning Mastery is a one-day seminar for Kinder Institute of Life Planning’s EVOKE® training graduates and Registered Life Planner® professionals that connects you to our trainers and other practitioners seeking to deepen their knowledge and skillset. This program highlights the latest teaching principles, lets you practice your life planning skills with colleagues, gives you opportunities for feedback from peers and trainers, and will reinvigorate your life planning practice (and life plan!). Feel more connected to the Life Planning community dedicated to building client-centered practices.

The Seven Stages of Money Maturity® Training

Many financial planners and their clients struggle with understanding what keeps clients from following through on financial plans and advice. This two-day course dives into peoples’ actual decision-drivers and unexamined biases toward money and teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives – or could drive – their relationship with money. Using listening exercises and storytelling based on The Seven Stages of Money Maturity philosophy, you’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.

*Please note the location of the post-con is not at the Hilton Atlanta. The two-day event will take place at the Promenade II, Picasso Conference Room (2nd Floor), 1230 Peachtree Street, Atlanta, GA, 30309