In this conversation, we talk Cameron Logar, regional director of practice management at Dimensional Fund Advisors, as we explore Dimensional’s Client Experience study and how financial planners use it to enhance client relationships. We discuss Net Promoter Score (NPS), key insights on client value, surprises in the data—especially around Next Gen clients—and real-world strategies for improving segmentation, communication, and service models. Plus, FPA members will learn how they can participate in upcoming research and how they will be able to apply these insights to their practices.