Managing Your Practice

The Human Side of Mergers and Acquisitions

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 fo

Building Trust Beyond Referrals: Testimonials and AI Search

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,

Leading Through Change: Human Leadership in the Age of AI

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 S

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 we

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 Servic

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 wit

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 ser

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

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 sh

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 Managem

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

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 Ca

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

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 o

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 neuroscie

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." Denn

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 professi

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 deliveri

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 Oa

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 R