Managing Your Practice

"Managing Your Practice" is a podcast brought to you by Dimensional Fund Advisors.

Basic Member

Latest Episodes

Practice Management Year-End Wrap-Up

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 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

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 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

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 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

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 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

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 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

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 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

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, 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

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 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

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 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.

 

Bio of Managing Your Practice

"Managing Your Practice" is a podcast brought to you by Dimensional Fund Advisors. This podcast is designed specifically for financial professionals who are seeking best practices to enhance their practice in key areas such as driving growth, improving business efficiency, and delivering an exceptional client experience.

Drawing on their extensive experience and industry-leading research, Dimensional Fund Advisors provides valuable insights and actionable strategies derived from their financial advisor benchmark studies and client surveys. These insights are aimed at helping advisors make informed decisions that are critical to the success of their firms on a daily basis.

By leveraging the insights shared on the podcast, financial professionals can effectively navigate the challenges and opportunities that arise in their practice and ultimately achieve their business goals.

It's important to note that the information provided in "Managing Your Practice" is intended for informational purposes only and should not be considered investment advice, a recommendation, or an offer to sell any products or services.

Similar Podcasts

Podcasts

United States

"Think Fast, Talk Smart: Communication Techniques" podcast presented by Stanford Graduate School of Business (GSB).

The Law of Code podcast, hosted by Jacob Robinson.

PG-ish Parenting, hosted by Erin Holland.

Podcasts

United States

''The Brave Marketer'' Podcast offers valuable perspectives on the dynamic world of marketing.

Podcasts

United States

"Podcasting Success Secrets" hosted by Hector Santiesteban.

Podcasts

United States

"The Pop-Marketing Podcast," brought to you by Enterprise Marketer.

Podcasts

United Kingdom

The Evolving Leader is a thought-provoking podcast hosted by Jean Gomes.

Podcasts

United States

Entrepreneur Rx, hosted by John Shufeldt.

Podcasts

United States

"WorkLife with Adam Grant," a part of the TED Audio Collective podcast.

back-to-top