Brand Building Workshops

brand strategy, audience insights, workshopping, community building, presentation design, presenting, facilitation | 2024

Dimensional Fund Advisors conducts study groups to help clients innovate, manage, and grow their business. Study group workshops can range from a variety of topics including business development, M&A, strategic operations, and marketing.

The Building Brand Authenticity Workshop was custom designed for a select C-Suite and Senior RIA audience that collectively represents over $46B in assets under management (AUM). The session highlights the importance of understanding the core of your brand, how to identify and emphasize with your audience, and how to effectively communicate with them through every stage of their customer lifecycle. Delivered both in-person and virtually for over 80 top clients, the workshop is the first of its kind for Dimensional and reinforces the firm’s commitment to helping financial professionals build authentic practices and meaningful client relationships.

Deliverables: Presentation, Facilitation Guide, Worksheets