Managing Your Practice
by Dimensional Fund Advisors
Latest episode
Behavioral Finance 2.0: Meeting Clients Where They Are
Behavioral Finance 2.0: Meeting Clients Where They Are
About this podcast
Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day.
The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision.
All expressions of opinion are subject to change.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Episodes
The newest 20 of 70 episodes
- Behavioral Finance 2.0: Meeting Clients Where They Are · 52 minDo clients perceive you more as a mechanic or guide? In this episode of Managing your Practice, host Stephen de Man is joined by Brian Portnoy, founder of Shaping Wealth. Portnoy…
- Using Data and Stories to Build a More Intentional Practice · 43 minWhat does it look like when an evidence-based approach shapes every aspect of an advisory firm? In this episode of Managing your Practice, Dimensional host Stephen de Man sits…
- The Human Side of Mergers and Acquisitions · 41 minThe success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders…
- Building Trust Beyond Referrals: Testimonials and AI Search · 1 h 1 minIn today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read…
- Leading Through Change: Human Leadership in the Age of AI · 48 minHow can financial professionals become and remain effective leaders in a landscape that is rapidly evolving? In this episode of Managing your Practice, Dimensional host Stephen…
- Managing Family Wealth: Moving Beyond the Portfolio · 58 minHow can advisors play a more meaningful role in helping affluent families make informed, values-driven decisions? In his debut episode, Dimensional host Stephen de Man welcomes…
- The Strategic Role of Boards in Today's Advisory Firms · 45 minWhat role should a board of directors play in shaping the future of your business? In this episode, Lindsay Jordan, Senior Manager in Financial Accounting Advisory Services at…
- Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth · 53 minWhat role should marketing play in the growth of a modern advisory business? In this episode, Dimensional's Head of Practice Management, Catherine Williams, sits down with Lauren…
- Strengthening Your Service Offering: The Role of Annuities · 31 minHow can advisors better meet their clients' needs and preferences when it comes to insurance and annuities? In the first episode of a new miniseries exploring the key services…
- Navigating M&A Decisions in a Changing Advice Landscape · 45 min · Episode 61What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Catherine Williams, is joined…
- Practice Management Year-End Wrap-Up · 55 minCue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the…
- The Impact of Guiding Principles: A Conversation with Dave Butler · 24 minRecorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management…
- What the Most Admired Leaders Do Differently · 46 minWhat is an "admired leader," and how can you become one? Dr. Suzanne Peterson, partner at CRA | Admired Leadership, has been studying and advising businesses for over 20 years on…
- AI as the Next Thought Partner in Finance · 57 minHow will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional's Catherine…
- Jill Schlesinger on the Power of the Pivot · 1 h 6 minWhat does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with CBS…
- Buy, Sell, Plan: The Business of Advisor Succession · 53 minWhat does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer…
- The Neuroscience of Workplace Culture: What Every Leader Should Know · 1 h 0 minCatherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience…
- Transform the Experience, Transform Your Business · 60 minDennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the "experience economy." Dennis…
- Sales Success Starts with Relationships, Not Deals · 39 minCasey Jacox, sales leader and author of Win the Relationship, Not the Deal, turned his experience in sales and leadership into a career of coaching and mentoring professionals on…
- Mission-Driven Leadership: Creating a Transformational Client Experience · 49 minScott Highmark, President of Mosaic Wealth, shares how his firm's mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a…
