📅 Date: Tuesday, December 9, 2025
🕞 Time: 3:30 PM – 5:15 PM
📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
How do top-performing firms create lasting, scalable growth? It starts with clarity and a focused strategy.
In this session, Stephen de Man, Vice President in Dimensional’s Global Client Group, will walk attendees through data-driven insights and practical benchmarks that help advisory firms sharpen their client focus and strengthen their value proposition. Drawing from Dimensional’s research and peer comparisons, this program will guide advisors toward a clearer, more targeted growth plan that supports long-term success.
Participants will learn how to:
Identify their ideal client profile and align it with their firm’s strengths.
Refine their value proposition to resonate with the right audience.
Apply actionable insights from peer data to drive meaningful growth and improve client acquisition.
Whether you’re a solo practitioner or leading a growing firm, this presentation will provide tangible takeaways to enhance your business development efforts and position your firm for the future.
Stephen de Man is a Vice President in Dimensional’s Global Client Group and is based in Austin, Texas. He works on the Practice Management team, where he helps financial advisors gain strategic insight into their business by reviewing performance and strategy alongside peer benchmarks.
Before joining Dimensional, Stephen worked in education and non-profit management with a focus on recruiting, strategy, and development. He began his career as a civics teacher in rural Texas through Teach For America.
Stephen 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 Georgetown University.
FPA Member Early Bird (through December 7): $49
FPA Member Regular (December 8–9): $59
Guest / Non-Member: $98
Joe Gengo
PIMCO
📞 415-608-7480
📧 [email protected]
🌐 www.pimco.com
