Managing Your Practice

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

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Latest Episodes

Dave Alison and Ian Karnell on AI as the Next Thought Partner in Finance

Dave Alison and Ian Karnell on 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.

 

Mission-Driven Leadership: Creating a Transformational Client Experience

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 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

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 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!

Health Meets Wealth: The Power of Transformational Financial Advice

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 Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clients align their finances with their life and health goals. Covering topics from fostering trust to using innovative tools like fulfillment indices, this conversation offers actionable insights for advisors seeking to make a lasting impact. Learn how holistic financial advice can truly transform lives.

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.

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