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The Power of Purpose and Vision

Publication date:

11 February 2021

Last updated:

17 February 2021


Personal Finance Society

Having explored the key, core components of why financial planning is so valuable to clients in the Dimensional January PFS session, this presentation will explore equally important areas of purpose and vision.

By: David Swanwick, Head of Client Communications, EMEA, Dimensional

While many firms may believe they have a proper mission and value proposition, not all firms spend the time to understand the definitions of these key concepts and how impactful they can be for their business, for existing clients and for attracting new clients.

This session will illuminate the power of these critical ideas and explain tangible ways that firms and advisers can harness the power of purpose, mission, values and their firm’s culture to bring about greater success.

Workshop session video:

This workshop is designed to deliver the following learning outcomes:

  • It will introduce and articulate formal definitions for mission, vision and values.
  • It will demonstrate the importance of these concepts as evidenced by successful financial advisory firms.
  • It will highlight actions that firms and advisers can undertake to incorporate and enhance their value proposition.
  • Demonstrate simple ways to communicate, mission, vision and values and how they manifest in firm culture.