Managing Your Practice

Odcinki

• 
  Using Data and Stories to Build a More Intentional Practice 25.09.2026 43min

  What 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 down with Dr. Nikolaus Braun, founder and managing partner of Neunundvierzig, in Germany. They discuss how the Munich-based firm was built on a strong conviction about whom their firm was for (and whom it wasn't) and a commitment to data-driven decisions. From evaluating prospects to optimizing client communication to managing capacity, Braun shares how being intentional can help advisors build a more focused practice.
• 
  The Human Side of Mergers and Acquisitions 21.08.2026 41min

  The 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, staff, and clients alike. In this episode, host Stephen de Man welcomes Amy DeTolla, founder and CEO of Aureus Advantage, and Josh Bartholomew, head of business development at Bluespring Wealth Partners, to discuss best practices for M&A, such as defining success before evaluating partners, preserving organizational culture, aligning incentives, and overcommunicating throughout the entire process. Tune in for practical advice on navigating the human side of M&A.
• 
  Building Trust Beyond Referrals: Testimonials and AI Search 24.07.2026 1godz 1min

  In 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 reviews, and form opinions long before they ever schedule a meeting. On this episode of Managing your Practice, host Stephen de Man is joined by Brian Thorp, founder, CEO, and editor in chief of Wealthtender, to explore how you can show up as a trusted option wherever prospects are searching for information, including with artificial intelligence. They discuss how AI is reshaping search behavior, the SEC Marketing Rule and the opportunity it presents for advisor testimonials and reviews, and the power of building credibility within the right niche.
• 
  Leading Through Change: Human Leadership in the Age of AI 23.06.2026 48min

  How 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 de Man welcomes Jack Swift, author of Level 7 Leadership: The Blueprint for the Human + Machine Era, to discuss the importance of human leadership amid the growing presence of artificial intelligence (AI). Stephen and Jack explore how traditional views of leadership may need to evolve alongside technological advancements. They discuss the importance of creating and adapting mental maps, why trust is essential for organizational agility and effective decision-making, and how coherence and clarity can enhance a leader's impact. The conversation also examines how AI is not eliminating the need for human leadership but instead raising the standard for the skills leaders must develop to succeed.
• 
  Managing Family Wealth: Moving Beyond the Portfolio 29.05.2026 58min

  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 Coyle to explore wealth management for highly affluent families. Dave is the Senior Fellow of the Center for Family Business and Entrepreneurs, author of The Family Business Whisperer, and founder of Advising Generations. Jeff is the Founder and CEO of Libretto, and founder of Monograph Wealth.  They discuss how advisors can move beyond portfolio management to guide families on the broader purpose and responsibilities of wealth. Key themes include optimizing the intent behind wealth, prioritizing thoughtful questions over technical expertise, and knowing when to engage specialists. The speakers also highlight the importance of engaging all family members in matters of business ownership, generational transitions, and wealth building.  More from Jeff: Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It The opinions expressed herein represent the personal views of the author and not necessarily those of Dimensional Fund Advisors LP or its affiliates, and they are subject to change continually (including due to changes in the law) and without notice of any kind. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.
• 
  The Strategic Role of Boards in Today's Advisory Firms 10.04.2026 45min

  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, joins host Catherine Williams, Dimensional's Head of Practice Management, to explore how advisory boards can become a powerful catalyst for growth, governance, and strategic alignment. They emphasize that building a board is not a one-size-fits-all decision, covering how to thoughtfully evaluate whether a board makes sense, how to evolve an existing one, and how intentional design and member selection can bring meaningful expertise, perspective, and momentum to an organization.
• 
  Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth 20.03.2026 53min

  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 CEO of Out & About Communications and host of The Out & About Podcast, and Megan Carpenter, co-founder and CEO of Ficomm Partners and host of Growth Leaders of Wealth Management Podcast, to explore how branding, communications, and strategy intersect in today's evolving financial advisory landscape. They discuss the importance of developing an authentic brand, aligning marketing initiatives with broader business goals, and balancing emerging tools like artificial intelligence with the relationship-driven nature of financial advice. The conversation also covers practical considerations for advisors, including how to evaluate outsourcing, the role of testimonials under new regulations from the Securities and Exchange Commission, the role of marketing in mergers and acquisitions, and how firms can strategically allocate resources to support long-term growth.
• 
  Strengthening Your Service Offering: The Role of Annuities 02.03.2026 30min

  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 strengthen their practice, Head of Practice Management Catherine Williams sits down with DPL Financial Partners Founder and CEO David Lau. They discuss what DPL is doing in the insurance space, dispel common misconceptions about annuities, and challenge advisors to think more critically about how these tools fit into a holistic client offering.
• 
  Navigating M&A Decisions in a Changing Advice Landscape 16.01.2026 44min

  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 Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.  
• 
  Practice Management Year-End Wrap-Up 19.12.2025 54min

  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 management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.
• 
  The Impact of Guiding Principles: A Conversation with Dave Butler 21.11.2025 23min

  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 sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decision-making, and the client experience and offers insight into staying aligned as teams grow and evolve. He also highlights how advisors can translate these principles into daily practice, strengthen firm identity across generations, and communicate a clear, consistent message to clients.
• 
  What the Most Admired Leaders Do Differently 24.10.2025 46min

  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 can create influence and develop trust within their organizations. She joins Dimensional's Catherine Williams for an episode of Managing your Practice to discuss the traits, behaviors, and communication styles of the most admired leaders that can create an authentic, engaging, and inspiring environment for employees and clients alike.
• 
  AI as the Next Thought Partner in Finance 30.09.2025 56min

  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 with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the opportunities for integrating AI into financial services. From their hands-on experience building, training, and using AI to practical ways advisors can embrace it as a strategic thought partner, Dave and Ian's insights on where the technology is headed and how to navigate the legal and compliance considerations along the way are something you should tune in for.
• 
  Jill Schlesinger on the Power of the Pivot 22.08.2025 1godz 6min

  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 and best-selling author Jill Schlesinger to explore the mindset and mechanics behind meaningful transitions. From her own pivot from advisor to national media voice, to stories from her book The Great Money Reset, Jill shares what she's learned about helping people navigate change—financially and emotionally. Tune in for insights on empathy, burnout, reinvention, and how great advisors can meet clients where they are (and where they're going).
• 
  Buy, Sell, Plan: The Business of Advisor Succession 18.07.2025 53min

  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 realities of internal succession. Covering financing options, common roadblocks, and generational dynamics, this episode offers actionable insights for founders and future owners alike. Whether you're just starting to think about succession or already deep in planning, you'll walk away with fresh strategies to build a lasting legacy.
• 
  The Neuroscience of Workplace Culture: What Every Leader Should Know 20.06.2025 1godz

  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, emotional intelligence, and the human capacity to thrive amid stress and change. Catherine and Mark discuss how understanding the brain's survival wiring—and learning how to reframe stress—can unlock motivation, improve firm culture, and foster better decision-making as firms face time and capacity constraints.
• 
  Transform the Experience, Transform Your Business 16.05.2025 59min

  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 advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client relationships, drive referrals, and create a brand that stands out.
• 
  Sales Success Starts with Relationships, Not Deals 11.04.2025 38min

  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 relationships. He shares his expertise in building confidence, communication, and business development, offering strategies for advisors to strengthen client connections, differentiate their services, and develop the next generation of industry leaders.  
• 
  Mission-Driven Leadership: Creating a Transformational Client Experience 21.03.2025 49min

  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 experience. From fostering a team-first environment to aligning financial strategies with clients' personal values, Scott breaks down how Mosaic integrates purpose and accountability into every decision. Catherine Williams, Head of Practice Management at Dimensional Fund Advisors, and Scott explore leadership, coaching, and building a purpose-driven business that not only grows but creates lasting significance for clients and team members alike.
• 
  The Future of Your Firm: Building the Next Generation of Leaders 21.02.2025 48min

  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 Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing ownership with firm growth. Whether you're a founder preparing to step back or an advisor looking to step up, this discussion offers valuable insights to help you navigate the path forward. Tune in for expert advice on securing your firm's future!