Managing Your Practice

Dimensional Fund Advisors
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Managing Your Practice

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 is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

  1. Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most

    25 OCT

    Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most

    Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match those personas. The councils provide a dedicated venue for soliciting feedback, communicating with the most engaged clients, and even creating growth opportunities through referrals. Hear how Helen’s team runs a network of advisory councils that helps to collect, process, and incorporate direct feedback into the strategy of the firm.

    41 min
  2. Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination

    3 SEPT

    Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination

    Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher level of service and presence, to encourage client engagement and satisfaction within their teams. Hear how they do it, why trust is at the core, and what it can mean for the bottom line.

    58 min
  3. From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity

    19 JUL

    From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity

    Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in their respective firms for managing growth, and with it, creating a culture and sales cycle that fosters a business development mindset. They talk through their leadership styles and some of the ways their firms are driving behaviors on their team, including incentives like compensation, encouraging healthy competition, and promoting psychological safety, all with the goal of creating a level of influence with their prospects and clients.

    41 min
  4. Building Brain Habits that Accelerate Your Team and Practice

    21 JUN

    Building Brain Habits that Accelerate Your Team and Practice

    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 cognitive science and related topics. In this podcast episode, he shares his expertise on “smart” thinking and decision-making. With tens of thousands of decisions to make every day, what allows us to move from basic functions to strategic thinking and, as business leaders, form innovative ideas? Hear how you can actively optimize those thoughts to build effective habits and approach problem-solving in advisory firms. Markman’s book Smart Thinking: Three Essential Keys to Solve Problems, Innovate, and Get Things Done is listed on Dimensional’s Summer Reading List, which you can download here.

    55 min
  5. Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond

    16 MAY

    Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond

    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 of Betterment for Advisors join us in a roundtable discussion on how their custodial firms are going beyond asset security to offer services in other major operational and strategic capacities. They each offer internal perspective on what advisors should look for, priorities to consider, and key questions to ask when choosing a partner.

    1h 1m
  6. How Leaders Can Map Career Journeys to Drive Growth and Innovation

    10 APR

    How Leaders Can Map Career Journeys to Drive Growth and Innovation

    Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size  but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new employees, how their firms continue to develop internal opportunities for progression, and the importance of clearly defined career paths that emphasize advocacy on the part of both the employee and manager, as well flexibility in roles, all while prioritizing the bottom line of the business.

    44 min
  7. Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

    5 MAR

    Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

    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. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in place today, what might affect a firm’s value in the current landscape, and how to retain your talent and culture, all while continuing to grow.

    44 min
  8. Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

    29 JAN

    Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

    Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She poses important questions to identify true client priorities, mitigate procrastination, and ensure your firm can operate at a high level without compromising the client experience.

    55 min
See All (46)

About

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 is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Information

  • Creator
    Dimensional Fund Advisors
  • Years Active
    2021 - 2024
  • Episodes
    46
  • Rating
    Clean
  • Copyright
    Copyright ©2020 Dimensional Fund Advisors
  • Show Website
    Managing Your Practice

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