Managing Your Practice

Dimensional Fund Advisors
  • 4.8 (24)
  • Management
  • Updated Monthly

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. Managing Family Wealth: Moving Beyond the Portfolio

    1d ago

    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 welcomes Dave Specht and Jeff Coyle to explore wealth management for highly affluent families. Dave is the Senior Fellow of the Center for Family Business and Entrepreneurs, author of The Family Business Whisperer, and founder of Advising Generations. Jeff is the Founder and CEO of Libretto, and founder of Monograph Wealth.  They discuss how advisors can move beyond portfolio management to guide families on the broader purpose and responsibilities of wealth. Key themes include optimizing the intent behind wealth, prioritizing thoughtful questions over technical expertise, and knowing when to engage specialists. The speakers also highlight the importance of engaging all family members in matters of business ownership, generational transitions, and wealth building.  More from Jeff: Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It The opinions expressed herein represent the personal views of the author and not necessarily those of Dimensional Fund Advisors LP or its affiliates, and they are subject to change continually (including due to changes in the law) and without notice of any kind. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.

    58 min
  2. The Strategic Role of Boards in Today's Advisory Firms

    Apr 10

    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 Services at Ernst & Young LLP, joins host Catherine Williams, Dimensional's Head of Practice Management, to explore how advisory boards can become a powerful catalyst for growth, governance, and strategic alignment. They emphasize that building a board is not a one-size-fits-all decision, covering how to thoughtfully evaluate whether a board makes sense, how to evolve an existing one, and how intentional design and member selection can bring meaningful expertise, perspective, and momentum to an organization.

    45 min
  3. Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth

    Mar 20

    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 with Lauren Hong, founder and CEO of Out & About Communications and host of The Out & About Podcast, and Megan Carpenter, co-founder and CEO of Ficomm Partners and host of Growth Leaders of Wealth Management Podcast, to explore how branding, communications, and strategy intersect in today's evolving financial advisory landscape. They discuss the importance of developing an authentic brand, aligning marketing initiatives with broader business goals, and balancing emerging tools like artificial intelligence with the relationship-driven nature of financial advice. The conversation also covers practical considerations for advisors, including how to evaluate outsourcing, the role of testimonials under new regulations from the Securities and Exchange Commission, the role of marketing in mergers and acquisitions, and how firms can strategically allocate resources to support long-term growth.

    53 min
  4. Strengthening Your Service Offering: The Role of Annuities

    Mar 2

    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 services advisors can offer to strengthen their practice, Head of Practice Management Catherine Williams sits down with DPL Financial Partners Founder and CEO David Lau. They discuss what DPL is doing in the insurance space, dispel common misconceptions about annuities, and challenge advisors to think more critically about how these tools fit into a holistic client offering.

    31 min
  5. Navigating M&A Decisions in a Changing Advice Landscape

    Jan 16

    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 joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry. They unpack how buyer expectations are evolving, why preparation matters long before a transaction, and where firm owners can create or protect long-term value. The discussion offers practical perspective for advisors thinking about growth, transition, or independence in an increasingly competitive landscape.

    45 min
  6. Practice Management Year-End Wrap-Up

    12/19/2025

    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 share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

    55 min
  7. The Impact of Guiding Principles: A Conversation with Dave Butler

    11/21/2025

    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 Management, about developing and sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decision-making, and the client experience and offers insight into staying aligned as teams grow and evolve. He also highlights how advisors can translate these principles into daily practice, strengthen firm identity across generations, and communicate a clear, consistent message to clients.

    24 min
  8. What the Most Admired Leaders Do Differently

    10/24/2025

    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 years on how senior leaders can create influence and develop trust within their organizations. She joins Dimensional's Catherine Williams for an episode of Managing your Practice to discuss the traits, behaviors, and communication styles of the most admired leaders that can create an authentic, engaging, and inspiring environment for employees and clients alike.

    46 min
See All (65)

Ratings & Reviews

4.8
out of 5
24 Ratings

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 - 2026
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    Copyright ©2025 Dimensional Fund Advisors
  • Show Website
    Managing Your Practice

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