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PODCAST

Managing Your Practice

Dimensional Fund Advisors

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

business management

All Episodes

49:11

How Advisors Can Follow the Shift in Wealth and Serve...

Managing Your Practice ·

2022/09/21

Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional’s Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.

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52:23

COO Roundtable: Investing in the Future of Your Firm...

Managing Your Practice ·

2022/08/24

Carrie Delgott, Kate Juelfs, and Robert Bowers, three chief operating officers (COOs) from thriving advisory firms, join Catherine Williams to discuss the impact that clarity and flexibility in career pathing and recruiting can have on the employee experience, and why it matters to your business. (Recorded April 22, 2022.)

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28:18

What’s on Dimensional’s Summer Reading List?

Managing Your Practice ·

2022/08/03

We welcome our very own Lisa Dallmer, COO, and David Jones, head of our UK and Ireland Advisor Group, to share their favorite reads, provide personal and professional-development book recommendations, and discuss the impact that reading has had on their careers in financial services and their personal lives. See these books and more on Dimensional’s full 2022 summer reading list here.

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51:06

Building a Better Advisory Practice Through Diversity...

Managing Your Practice ·

2022/06/22

Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional’s Catherine Williams to discuss how their firms are approaching diversity and what it means to not only serve women and other underrepresented investor clients, but also the importance of building a more diverse pool of candidates for financial services professions.

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48:01

The Five-Step Framework for Growing Your Business...

Managing Your Practice ·

2022/05/18

Craig Wortmann, CEO of Sales Engine and a clinical professor at Northwestern University’s Kellogg School of Management, discusses how top-performing firms may emulate the way elite athletes or musicians enhance performance through deliberate practice. He shares a five-step framework built on purposeful action that may help you become more effective in your role as a financial advisor and business leader.

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40:15

Connecting the Dots: How to Drive Growth Through Your...

Managing Your Practice ·

2022/04/20

Investing early in the next generation of leaders may be the key to your firm’s longevity, but it can be difficult to balance short-term revenue and profit objectives with long-term business goals. Cameron Passmore, portfolio manager and executive chairman of PWL Capital in Canada, shares from more than 20 years of experience in creating a culture that focuses on both ambition and humility, and emphasizes investing in and developing employees as an integral part of the long-term business plan.

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41:35

System & Soul: Why Your Practice Needs Both to Thrive

Managing Your Practice ·

2022/03/22

As a business leader are you focused on the systems or the soul side of your practice? Are you building a team that focuses on both? Benj Miller, co-founder of the business operating framework System & Soul, joins Dimensional’s Catherine Williams to share the six key elements leaders can focus on to support client satisfaction, employee development, and growth in their business. Learn more in Miller’s book The Clarity Field Guide, available at www.clarityfieldguide.com.

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44:17

Why Leveraging Technology in Your Advisory Firm Has...

Managing Your Practice ·

2022/02/15

As the world becomes more comfortable with rapid technology advancements, has your firm considered how the client experience is changing as a result? With seemingly endless options, how do you know where to make investments that have a lasting impact? Doug Fritz, CEO of F2 Strategy, joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss areas of technology advisors should consider to support firm growth, and how to determine which ones best fit your unique business

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46:08

Tips for Navigating the Compliance and Regulatory...

Managing Your Practice ·

2022/01/19

Compliance plays a critical role in financial services, but keeping up with regulations from the SEC, FINRA, and individual states can be overwhelming. How do you ensure that you’re interpreting them correctly? Do you have processes in place to protect your clients and team? Are you prepared if you get audited? Leila Shaver, founder of My RIA Lawyer, joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss compliance concerns and regulatory changes you can prepare for now.

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46:57

From Intern to CEO: The Roadmap for a Successful...

Managing Your Practice ·

2021/12/08

Every founder of a financial advisory firm will at some point face the question of succession. If looking internally, who is the heir apparent and when should they begin handing over the reins? The process can take years and may be difficult to navigate for the founder and successor. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Eric Hehman, CEO of Austin Asset, to talk about his journey from intern to CEO and the successful succession plan he helped develop along the

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01:02:10

When Less Is More: Getting Clear on Your Strategic...

Managing Your Practice ·

2021/11/09

In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren’t scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and

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52:13

What Three Personality Types Does Your Firm Need to...

Managing Your Practice ·

2021/10/12

It can take a range of skill sets to start and build a successful financial advisory firm. But whether that firm remains a smaller, lifestyle practice or grows into a larger self-sustaining enterprise can depend on the culture and the right mix of personality types. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Jon Jones, co-founder and CEO of the wealth management firm Brighton Jones, to explore how you can identify, hire, and align the right personalities with the

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41:09

Keeping an Eye on the Bottom Line: How Your P&L...

Managing Your Practice ·

2021/09/15

Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they are saying about the health of their businesses. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Philip Palaveev, founder and CEO of The Ensemble Practice, to explore how assessing a firm’s profit and loss (P&L) statement and other financials could possibly be the key to growing faster, achieving greater profitability, and

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35:30

What Makes Diamond Teams Shine?

Managing Your Practice ·

2021/08/17

Many advisory practices use the popular “diamond team” structure to expand their capacity, add more clients, and effectively service those clients. But how do you implement a diamond team, and is it right for your organization? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Angie Herbers, founder and managing partner of Herbers and Company and originator of the diamond team concept. They discuss how having the right people in the right roles can create a high-functioning

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35:24

Gold Medal Advice on Finding Your Niche and Engaging...

Managing Your Practice ·

2021/07/20

How do you differentiate yourself in a competitive market and build a profitable practice working with the types of clients that you want to help? Catherine Williams, Dimensional’s Head of Practice Management, is joined by four-time Olympian Lauryn Williams of Worth Winning to discuss her path from gold medal-winning athlete to financial planner focused on offering advice and education to an underserved market segment.

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28:29

Retaining and Rewarding Talent Through Internal...

Managing Your Practice ·

2021/06/14

Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what’s the best way to price and distribute equity to meet a firm’s strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss current trends in compensation and equity planning.

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38:02

Four Strategies for Becoming an Elite Financial Advisor

Managing Your Practice ·

2021/04/19

As founder and CEO of CEG Worldwide, John Bowen has spent decades coaching thousands of elite advisors. So what separates top financial advisors from the rest? In this conversation with Catherine Williams, Dimensional’s Head of Practice Management, John shares the four business development strategies that he believes all elite advisors should follow. As an added bonus, you can visit www.cegworldwide.com/fasttrack to receive a complimentary copy of John’s book “Become the Expert the Wealthy Want,”

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45:35

Applying Lessons from 2020 to Grow Your Business Today

Managing Your Practice ·

2021/03/15

In 2020, we learned the importance of developing a team that can deliver value to your clients while implementing a systematic growth plan to guide the future of your business. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Stacy Francis of Francis Financial and Dave Welty of Avier Wealth Advisors to discuss how they approach their unique market niches and use social media and other tools to drive growth in their businesses.

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42:33

Creating Long-Term Value in Your Business Through...

Managing Your Practice ·

2021/02/16

Managing the culture and shared values of your organization is a key element of driving employee development and ultimately the long-term value of your business. In a virtual environment, goals-based management can help you deepen engagement with your teams and prioritize the values that create results. Catherine Williams, Dimensional’s Head of Practice Management, is joined by J.D. Bruce of Abacus Wealth and Stacey McKinnon of Morton Capital to discuss how they successfully manage human capital at

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43:26

Five Actions Advisors Can Take Today to Position...

Managing Your Practice ·

2021/01/13

Despite the challenges of 2020, the year closed with M&A activity at a record-setting pace and no signs of slowing going into 2021. Whether advisors are interested in selling all or a portion of their businesses, there are important steps they can begin to take today to help maximize their valuation in the future and ensure they find the right partner. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Scott Slater of Fidelity Institutional to discuss M&A trends and best

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