This 30-minute webcast will explore some of the key findings from Dimensional’s global Advisor Benchmarks Study that helps advisory firms gain strategic insights into their business and client experience.
Please join Regional Director and Vice President, Tom Fellowes, who will share insights into industry trends, and operations, human capital and business development practices in financial advice firms from the 2018 Advisor Benchmarks Study.
Tom Fellowes is regional director in Dimensional's Sydney-based Financial Adviser Services team, working with advisors to aid the delivery of consistent and successful investment experiences to their clients. In this role, Tom updates financial advisors on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues.
He holds a bachelor's degree in economics and business management from the University of Newcastle Upon Tyne. This course included a year's work placement working at First State Investments in Edinburgh. He worked in Dimensional's London office supporting UK and European advisors from 2007 to 2015, and therefore brings a global perspective to the business.
Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.
Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.
Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.
NOTE: THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER CPD: 30 STRUCTURED MINUTES Area: Practice Management Level: Developed
Please register directly with them using the link https://event.webcasts.com/starthere.jsp?ei=1247766&tp_key=0c90b4729d
Members: After the event we will enter your attendance into your online CPD log Thursday 8th August 2:30pm NZST