Managing Your Practice podcast

Managing Your Practice

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.

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.

 

#60

The Impact of Guiding Principles: A Conversation with Dave Butler

Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fun... more

21 Nov 2025

23 MINS

23:48

21 Nov 2025


#59

What the Most Admired Leaders Do Differently

What is an "admired leader," and how can you become one? Dr. Suzanne Peterson, partner at ... more

24 Oct 2025

46 MINS

46:26

24 Oct 2025


#58

AI as the Next Thought Partner in Finance

How will artificial intelligence (AI) transform an advisor's business, and what does it lo... more

30 Sep 2025

56 MINS

56:37

30 Sep 2025


#57

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 ep... more

22 Aug 2025

1 HR 06 MINS

1:06:24

22 Aug 2025


#56

Buy, Sell, Plan: The Business of Advisor Succession

What does it really take to transition a thriving advisory firm to the next generation? Ca... more

18 Jul 2025

53 MINS

53:18

18 Jul 2025


#55

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 o... more

20 Jun 2025

1 HR 00 MINS

1:00:38

20 Jun 2025


#54

Transform the Experience, Transform Your Business

Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the f... more

16 May 2025

59 MINS

59:48

16 May 2025


#53

Sales Success Starts with Relationships, Not Deals

Casey Jacox, sales leader and author of Win the Relationship, Not the Deal, turned his exp... more

11 Apr 2025

38 MINS

38:48

11 Apr 2025


#52

Mission-Driven Leadership: Creating a Transformational Client Experience

Scott Highmark, President of Mosaic Wealth, shares how his firm's mission, vision, and val... more

21 Mar 2025

49 MINS

49:14

21 Mar 2025


#51

The Future of Your Firm: Building the Next Generation of Leaders

How can financial advisory firms successfully transition to the next generation of leaders... more

21 Feb 2025

48 MINS

48:15

21 Feb 2025


#50

Health Meets Wealth: The Power of Transformational Financial Advice

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional F... more

31 Jan 2025

45 MINS

45:01

31 Jan 2025


#49

2024 Wrapped: Practice Management Trends That Shaped the Year

Join Dimensional's Practice Management team as they recap the top trends that shaped advis... more

19 Dec 2024

1 HR 19 MINS

1:19:43

19 Dec 2024


#48

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 incorporatin... more

22 Nov 2024

43 MINS

43:21

22 Nov 2024


#47

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 ... more

25 Oct 2024

41 MINS

41:10

25 Oct 2024


#46

Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination

Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder an... more

03 Sep 2024

58 MINS

58:12

03 Sep 2024


#45

From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity

Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Ca... more

19 Jul 2024

40 MINS

40:46

19 Jul 2024


#44

Building Brain Habits that Accelerate Your Team and Practice

Art Markman, PhD, is vice provost for academic affairs at the University of Texas at Austi... more

21 Jun 2024

55 MINS

55:25

21 Jun 2024


#43

Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond

With more options than ever, how do advisors decide on a custodial partner? Ben Harrison o... more

16 May 2024

1 HR 01 MINS

1:01:05

16 May 2024


#42

How Leaders Can Map Career Journeys to Drive Growth and Innovation

Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent offi... more

10 Apr 2024

44 MINS

44:23

10 Apr 2024


#41

Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent... more

05 Mar 2024

43 MINS

43:46

05 Mar 2024