Global Client Experience Study

As your business grows and evolves, knowing how clients feel and what they value most is more important than ever. For the first time, FPA members have exclusive access to Dimensional's Global Client Experience Study to help gain client insights on a range of issues, including: 

• What clients want in an advisory relationship 
• Their main financial needs and concerns
• The services they value most
• Their willingness to refer you to others

The Global Client Experience Study, powered by Dimensional, is a white-label tool that allows advisors to gather feedback from clients directly utilizing a secure online questionnaire. The study is customizable and includes a set of standard demographic questions focused on values and services, client engagement and interaction, investments, referrals. Once the fielding period is complete, firms will receive access to a reporting dashboard, allowing you to view and analyze client responses and compare your data to the larger peer group.

• Register to participate by filling out the form on this page
• Once the fielding period begins, complete the registration survey sent via email to customize your client survey
• During the fielding period distribute your unique survey to your clients
• Encourage clients to complete the survey
• Review survey results in your reporting dashboard

Study Timeline:

January 28-April 28 | Registration Period

March 19, 2 PM ET | Webcast: Global Client Experience Study (Registration link coming soon)

April 29-August 29 | Fielding Period

Early September | Reporting Dashboard Release

Late September | Webcast: Dashboard Overview

November 3-5 | FPA Conference Presentation: Findings from the Global Client Experience Study

Complete the form below to receive registration information when the study fielding period opens. Registration is available from late January through mid-May.

Study Brochure

Review the benefits, content, and execution steps of the study. 

Study Questionnaire

The questionnaire contains all required questions and the full bank of optional questions.

Study Participation Guide

A step-by-step guide for registration and participating in the Global Client Experience Study.

Invitation, Reminder, and Thank You Email Templates

Utilize these best practices and email templates to help you build your client communication strategy related to the study.

Managing Your Practice Podcast

This podcast series from Dimensional Fund Advisors is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

Dimensional 360^®

Dimensional 360^® provides a wide range of customized tools, training, and resources to help you grow a successful, client-focused business.

Back to Back: ETF.com Again Names Dimensional as ETF Issuer of the Year

Dimensional Fund Advisors received two awards at the 2024 ETF.com Awards gala, including a back-to-back win as ETF Issuer of the Year.

The awards are not representative of any one client’s experience and are not indicative of Dimensional’s future performance. Dimensional was one of six nominees for the ETF Issuer of the Year award and one of three nominees for the Best New International/Global Fixed Income ETF award.

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This information is provided for registered investment advisors and institutional investors and is not intended for retail investors or public use.

 

Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

 

Small and micro cap securities are subject to greater volatility than those in other asset categories.

 

International and emerging markets investing involves special risks, such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.

 

Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. Municipal securities are subject to the risks of adverse economic and regulatory changes in their issuing states.

 

Real estate investment risks include changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer.

 

The fund prospectuses contain more information about investment risks.

 

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.