Managing Your Practice
Dimensional Fund Advisors
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Recent Episodes
Managing Family Wealth: Moving Beyond the Portfolio
How 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 Dave Specht and Jeff…
The Strategic Role of Boards in Today's Advisory Firms
What 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 Ernst & Young LLP,…
Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth
What 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 Hong, founder and…
Strengthening Your Service Offering: The Role of Annuities
How 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 advisors can offer to…
Navigating M&A Decisions in a Changing Advice Landscape
What'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 by Chris Frieden and…
Practice Management Year-End Wrap-Up
Cue 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 top practice…
The Impact of Guiding Principles: A Conversation with Dave Butler
Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management, about developing and…
What the Most Admired Leaders Do Differently
What 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 how senior leaders…
AI as the Next Thought Partner in Finance
How 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 Williams sits down…
Jill Schlesinger on the Power of the Pivot
What 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 News business analyst…
Buy, Sell, Plan: The Business of Advisor Succession
What 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 Capital to unpack…
The Neuroscience of Workplace Culture: What Every Leader Should Know
Catherine 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 behind leadership,…
Transform the Experience, Transform Your Business
Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the "experience economy." Dennis shares how financial…
Sales Success Starts with Relationships, Not Deals
Casey 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 building authentic…
Mission-Driven Leadership: Creating a Transformational Client Experience
Scott 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 transformational client…
The Future of Your Firm: Building the Next Generation of Leaders
How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jessi Howe of Silver Oak Advisory Group and Yusuf…
Health Meets Wealth: The Power of Transformational Financial Advice
In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of…
2024 Wrapped: Practice Management Trends That Shaped the Year
Join Dimensional's Practice Management team as they recap the top trends that shaped advisory firms in 2024 and share insights to help you succeed in the year ahead. From strategic planning and…
Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm
In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal "why" into various interactions can support deeper client relationships and drive growth…
Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most
Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for…
Frequently Asked Questions
Managing Your Practice has published 65 episodes since November 2020, covering topics in Business, Entrepreneurship.
Managing Your Practice is currently highly active with new episodes monthly. Average episode length is 46m.
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