Managing Your Practice
Episodes
The Strategic Role of Boards in Today's Advisory Firms
10 Apr 2026
Contributed by Lukas
What role should a board of directors play in shaping the future of your business? In this episode, Lindsay Jordan, Senior Manager in Financial Accoun...
Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth
20 Mar 2026
Contributed by Lukas
What role should marketing play in the growth of a modern advisory business? In this episode, Dimensional's Head of Practice Management, Catherine Wil...
Strengthening Your Service Offering: The Role of Annuities
02 Mar 2026
Contributed by Lukas
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 e...
Navigating M&A Decisions in a Changing Advice Landscape
16 Jan 2026
Contributed by Lukas
What's really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional's Head of Practice Management, Cat...
Practice Management Year-End Wrap-Up
19 Dec 2025
Contributed by Lukas
Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço,...
The Impact of Guiding Principles: A Conversation with Dave Butler
21 Nov 2025
Contributed by Lukas
Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head...
What the Most Admired Leaders Do Differently
24 Oct 2025
Contributed by Lukas
What is an "admired leader," and how can you become one? Dr. Suzanne Peterson, partner at CRA | Admired Leadership, has been studying and advising bus...
AI as the Next Thought Partner in Finance
30 Sep 2025
Contributed by Lukas
How will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Pract...
Jill Schlesinger on the Power of the Pivot
22 Aug 2025
Contributed by Lukas
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 ...
Buy, Sell, Plan: The Business of Advisor Succession
18 Jul 2025
Contributed by Lukas
What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Part...
The Neuroscience of Workplace Culture: What Every Leader Should Know
20 Jun 2025
Contributed by Lukas
Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they e...
Transform the Experience, Transform Your Business
16 May 2025
Contributed by Lukas
Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the "exper...
Sales Success Starts with Relationships, Not Deals
11 Apr 2025
Contributed by Lukas
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 a...
Mission-Driven Leadership: Creating a Transformational Client Experience
21 Mar 2025
Contributed by Lukas
Scott Highmark, President of Mosaic Wealth, shares how his firm's mission, vision, and values have become the foundation for driving growth, shaping c...
The Future of Your Firm: Building the Next Generation of Leaders
21 Feb 2025
Contributed by Lukas
How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jes...
Health Meets Wealth: The Power of Transformational Financial Advice
31 Jan 2025
Contributed by Lukas
In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO We...
2024 Wrapped: Practice Management Trends That Shaped the Year
19 Dec 2024
Contributed by Lukas
Join Dimensional's Practice Management team as they recap the top trends that shaped advisory firms in 2024 and share insights to help you succeed in ...
Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm
22 Nov 2024
Contributed by Lukas
In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal "why" into various interactions can sup...
Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most
25 Oct 2024
Contributed by Lukas
Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profil...
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination
03 Sep 2024
Contributed by Lukas
Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at...
From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity
19 Jul 2024
Contributed by Lukas
Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in th...
Building Brain Habits that Accelerate Your Team and Practice
21 Jun 2024
Contributed by Lukas
Art Markman, PhD, is vice provost for academic affairs at the University of Texas at Austin and the author of more than 150 scholarly works on cogniti...
Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond
16 May 2024
Contributed by Lukas
With more options than ever, how do advisors decide on a custodial partner? Ben Harrison of BNY Mellon Pershing, Gabe Garcia of SEI, and Thomas Moore ...
How Leaders Can Map Career Journeys to Drive Growth and Innovation
10 Apr 2024
Contributed by Lukas
Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vast...
Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth
05 Mar 2024
Contributed by Lukas
David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms....
Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity
29 Jan 2024
Contributed by Lukas
Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing...
Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach
14 Dec 2023
Contributed by Lukas
Daron Roberts, founding director of the Center for Sports Leadership & Innovation at the University of Texas, is a Harvard Law School graduate turned ...
Give Them Something to Talk About: Effective Client and Employee Communications
17 Nov 2023
Contributed by Lukas
Arabella Macpherson, director of Resonate Communications, turned a passion for acting into a career coaching, mentoring, and training leaders and team...
The Power of Your People: How Employee Experience Impacts the Bottom Line
27 Oct 2023
Contributed by Lukas
Michael C. Bush, CEO of Great Place to Work®, has found data-driven ways to connect the dots between human-centered leaders and good business. He sha...
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
22 Sep 2023
Contributed by Lukas
Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key bu...
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
22 Sep 2023
Contributed by Lukas
Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key bu...
Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth
25 Aug 2023
Contributed by Lukas
Ben Slater of Buckingham Strategic Partners works closely with advisory firms that are near critical growth points and considering outsourcing or part...
What's in a Dream Team: Key Characteristics of Highly Effective Teams
28 Jul 2023
Contributed by Lukas
Shandel Sutherland and Liv Olson share more than four decades of combined experience helping build highly effective teams. In this episode, they defin...
"Geeking Out" on the Past, Present, and Future of Finance
23 Jun 2023
Contributed by Lukas
Robin Wigglesworth, editor of FT Alphaville and author of Trillions, describes his career as "geeking out" on all things finance, writing to great dep...
The Bionic Advisor: Using Technology to Serve, Scale, and Succeed
25 May 2023
Contributed by Lukas
Nirav Batavia, co–managing partner and chief technology officer of Forum Financial has used technology to build systems and processes that increase ...
The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm
28 Apr 2023
Contributed by Lukas
Michael Goodman, president of Wealthstream Advisors, founded a lifestyle practice that evolved into a $1 billion ensemble practice after combining the...
Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages
05 Apr 2023
Contributed by Lukas
Peter Lazaroff, CIO at Plancorp, knew from a young age that he would have a career in investments and wealth management. Now, he helps deliver financi...
Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member
16 Mar 2023
Contributed by Lukas
Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transi...
Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement
17 Feb 2023
Contributed by Lukas
Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory...
Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction
20 Jan 2023
Contributed by Lukas
Allen Darby of Alaris Acquisitions and Jason Carver of Pure Financial Advisors have sat on both sides of the M&A table and experienced some of th...
Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession
14 Dec 2022
Contributed by Lukas
Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and ...
Cutting Through the Noise: How to Differentiate Your Practice Through Digital Marketing
09 Nov 2022
Contributed by Lukas
Emily Binder of Beetle Moment Marketing and Taylor Schulte of Define Financial have both built successful businesses by leveraging digital marketing a...
The Five Values That Took an NBA Star from the Basketball Court to the US Senate and Beyond
19 Oct 2022
Contributed by Lukas
Senator Bill Bradley is a former professional basketball player, Olympic gold medalist, three-term US Senator, and author of seven books. He shares pe...
How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients
21 Sep 2022
Contributed by Lukas
Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional's Catherine Williams to discuss the shift in wealth from Bab...
COO Roundtable: Investing in the Future of Your Firm through Your People
24 Aug 2022
Contributed by Lukas
Carrie Delgott, Kate Juelfs, and Robert Bowers, three chief operating officers (COOs) from thriving advisory firms, join Catherine Williams to discuss...
What's on Dimensional's Summer Reading List?
03 Aug 2022
Contributed by Lukas
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 ...
Building a Better Advisory Practice Through Diversity and Inclusion
22 Jun 2022
Contributed by Lukas
Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experi...
The Five-Step Framework for Growing Your Business Through Deliberate Practice
18 May 2022
Contributed by Lukas
Craig Wortmann, CEO of Sales Engine and a clinical professor at Northwestern University's Kellogg School of Management, discusses how top-performing f...
Connecting the Dots: How to Drive Growth Through Your Culture, People, and Client Experience
20 Apr 2022
Contributed by Lukas
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 p...
System & Soul: Why Your Practice Needs Both to Thrive
22 Mar 2022
Contributed by Lukas
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-f...
Why Leveraging Technology in Your Advisory Firm Has Never Been More Important
15 Feb 2022
Contributed by Lukas
As the world becomes more comfortable with rapid technology advancements, has your firm considered how the client experience is changing as a result? ...
Tips for Navigating the Compliance and Regulatory Landscape in 2022
19 Jan 2022
Contributed by Lukas
Compliance plays a critical role in financial services, but keeping up with regulations from the SEC, FINRA, and individual states can be overwhelming...
From Intern to CEO: The Roadmap for a Successful Internal Succession Plan
08 Dec 2021
Contributed by Lukas
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 whe...
When Less Is More: Getting Clear on Your Strategic Vision and Target Market
09 Nov 2021
Contributed by Lukas
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 of...
What Three Personality Types Does Your Firm Need to Grow?
12 Oct 2021
Contributed by Lukas
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...
Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions
15 Sep 2021
Contributed by Lukas
Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they ...
What Makes Diamond Teams Shine?
17 Aug 2021
Contributed by Lukas
Many advisory practices use the popular "diamond team" structure to expand their capacity, add more clients, and effectively service those clients. Bu...
Gold Medal Advice on Finding Your Niche and Engaging with Your Ideal Clients
20 Jul 2021
Contributed by Lukas
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? Cat...
Retaining and Rewarding Talent Through Internal Equity Transactions
14 Jun 2021
Contributed by Lukas
Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But w...
Four Strategies for Becoming an Elite Financial Advisor
19 Apr 2021
Contributed by Lukas
As founder and CEO of CEG Worldwide, John Bowen has spent decades coaching thousands of elite advisors. So what separates top financial advisors from ...
Applying Lessons from 2020 to Grow Your Business Today
15 Mar 2021
Contributed by Lukas
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 th...
Creating Long-Term Value in Your Business Through Human Capital
16 Feb 2021
Contributed by Lukas
Managing the culture and shared values of your organization is a key element of driving employee development and ultimately the long-term value of you...
Five Actions Advisors Can Take Today to Position Their Firms for a Successful Merger, Acquisition, or Sale
13 Jan 2021
Contributed by Lukas
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 a...
Keeping Employees Happy and Engaged in a Virtual Environment
15 Dec 2020
Contributed by Lukas
Organizations with a high level of employee engagement also tend to have higher morale, higher retention, and a better client experience. With more pe...
Buying, Selling, or Merging: Advisors' Perspectives on Mergers and Acquisitions
18 Nov 2020
Contributed by Lukas
Whether you're seeking an external partner for the purpose of retirement, succession planning, or taking your business to the next level, the merger a...