Xypn Radio

Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies to their clients.  Kelly explains that DFA partners with advisors to educate them on the academic research that DFA builds its principal theories around and how this credibility can be infused within their planning processes. Kelly discusses the decisions advisors face regarding their investment management programs and whether to outsource or manage them on their own. Because advisors are often limited in the amount of time they have to focus on the investment management aspect of their business, as well as the fact that many feel insecure about offering investment advice to their clients, she explains that the way advisors frame their investment services—the story they tell surrounding them—is often the most important aspect of h