Learning Center

Understanding Your Clients: The Global Client Experience Study

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Includes a Live Web Event on 03/19/2025 at 12:00 PM (MDT)

Join Stephen de Man, VP of Practice Management at Dimensional Fund Advisors, as he discusses the past research behind FPA’s Global Client Experience study and what to expect in this year’s study (you can sign up to participate in the study now by clicking here). The session is designed to get you the information needed to maximize this FPA Practice Support benefit and provide insights on a range of issues, including:

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

Stephen de Man

Vice President of Practice Management

Dimensional Fund Advisors

Stephen de Man is an Austin-based Regional Director and Vice President in Dimensional's Global Client Group. He works on the Practice Management team, whose mission is to help financial advisors gain strategic insight into their business by reviewing their performance and strategies relative to those of like-minded peers. Stephen has worked with numerous advisors and RIAs globally, with the goal of helping their firms implement strategies and top practices in pursuit of growth, improved profitability, and success.

  Stephen is a graduate of the G2 Leadership Institute. He began his career as a civics teacher in rural Texas through Teach For America. He earned an MBA from the University of Texas, a master's degree in policy and organizational leadership studies from Stanford University, and a bachelor's degree from 

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Understanding Your Clients: The Global Client Experience Study
03/19/2025 at 12:00 PM (MDT)  |  60 minutes
03/19/2025 at 12:00 PM (MDT)  |  60 minutes Join Stephen de Man, VP of Practice Management at Dimensional Fund Advisors, as he discusses the past research behind FPA’s Global Client Experience study and what to expect in this year’s study (you can sign up to participate in the study now by clicking here). The session is designed to get you the information needed to maximize this FPA Practice Support benefit and provide insights on a range of issues, including: • What your clients want in an advisory relationship • Their main financial needs and concerns • The services clients value most • Clients’ willingness to refer you to others
Course Evaluation
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Certificate
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available
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