DFA advisors partner with DKE to ensure their every working minute is spent on purpose.
With our help, they find greater freedom to invest more time in initiating and nurturing relationships with ideal clients. And, they trust us to provide the tools they need to accelerate practice growth and their progress through the Advisor Practice Lifecycle™.
Who We Help
Our ideal clients are DFA advisors seeking to accelerate the growth of their practice, become even more successful, and do things they never thought were possible; purposefully, powerfully and with the utmost efficiency.
The DFA advisors we partner with eagerly engage in meeting all the practice management challenges they face.
The DFA advisors we partner with are constantly searching for new and effective methods to support and foster organic growth.
Most importantly, the DFA advisors we partner with hold themselves accountable for solving the complex challenges their clients face.
Why We Do It
We Believe…
- The amount of time you spend with clients and prospects directly correlates to the amount of financial success and personal fulfillment you experience in life.
- You play a potentially life-changing role in the lives of your clients. They see you as a hero who can be trusted to untangle the complex problems threatening their family’s financial survival. They count on you to help them understand the possibilities or limitations of their assets in relation to their deepest goals. They need you to design and implement a clear path to financial security.
- It is not what you do behind the scenes that creates this heroic perception; it is the intimate relationship you forge through numerous and purposeful conversations and interactions over the life of a client relationship.
- Accelerating the growth, efficiency and productivity of your practice, gives you greater freedom, power and passion to maximize the return on your most precious and profitable asset: the time you spend, on purpose, with clients and prospects.
How We Do It
We help you acquire the deep confidence, focus and resources you need to spend your time on purpose.
As a seamless extension of your practice, we employ a combination of cutting edge technology, proprietary systems and deep pools of industry experience. These robust and responsive solutions are underpinned by direct access to an evolving and proactive ecosystem of capabilities and professional support.
We hold ourselves accountable for challenging you to pursue only those activities that accelerate the growth of your practice and create the most value for you clients and yourself.
We empower you to delegate, to reduce, or eliminate altogether, non–revenue–producing activities eroding your talent, sapping your energy and denying you greater success.
We continually challenge ourselves to improve our productivity and service protocols, and our technology, to give you the freedom, power and passion you need to spend your time on purpose.
What We Do
Our advisor partners continuously find new freedom, power and passion for spending their time on purpose.
To ensure the full potential of your business is realized, we help you choose the most appropriate resources, systems and expert support from our high–touch, customized outsourcing solutions. Our investment management platform and back office systems, combined with practice management and consultative capabilities, facilitate greater productivity, enhance your financial success, accelerate practice growth and maximize practice valuation.
The flexibility of the DKE platform allows you to eliminate all non-revenue producing tasks and simplify your business model. We take ownership of tasks involved in the design and implementation of client investment solutions, as well as the day-to-day back office routine of ongoing investment management.
In addition, our team of experienced advisors delivers on-demand and targeted consultation for realizing complex client engagements and practice growth opportunities.
We hold ourselves accountable for:
- Protecting and enhancing your reputation;
- Facilitating accelerated practice growth and profit;
- Empowering the achievement of your personal goals;
- Generating renewed energy in your practice, and;
- Ensuring you spend your time on purpose
