Back to Investment Advisor Forum

Stephen de Man

Regional Director, Dimensional Fund Advisors, Global Client Group

Masterclass 6: Through Your Clients’ Eyes

Understanding how high net worth clients perceive your firm, services, and value can help you identify opportunities and challenges while improving your business offering. In this session, Stephen de Man, Regional Director with Dimensional’s Practice Management group, offers an overview on gathering client feedback, including potential benefits, collection methods, data analysis, and practical applications. He also highlights key findings from Dimensional’s client survey initiatives focused on the tastes and preferences of high net worth clients.

Biography

Stephen de Man is a regional director in Dimensional Fund Advisors’ Global Client Group. Based in the Austin office, Mr. de Man works on the Advisor Practice Management team with the mission of helping financial advisors gain strategic insight into their businesses by reviewing their performance and strategies compared to those of like-minded peers. He has worked with numerous advisors and registered investment advisors globally, with the goal of helping their firms implement strategies and top practices in pursuit of growth, improved profitability, and success. Previously, Mr. de Man worked in education and nonprofit management, specializing in recruiting, strategy, and development. 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 Georgetown University.