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 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.
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.
Episodes
Mentioned books
May 16, 2025 • 60min
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." Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client relationships, drive referrals, and create a brand that stands out.
Apr 11, 2025 • 39min
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 professionals on building authentic relationships. He shares his expertise in building confidence, communication, and business development, offering strategies for advisors to strengthen client connections, differentiate their services, and develop the next generation of industry leaders.
Mar 21, 2025 • 49min
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 delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients' personal values, Scott breaks down how Mosaic integrates purpose and accountability into every decision. Catherine Williams, Head of Practice Management at Dimensional Fund Advisors, and Scott explore leadership, coaching, and building a purpose-driven business that not only grows but creates lasting significance for clients and team members alike.
Feb 21, 2025 • 48min
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 Oak Advisory Group and Yusuf Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing ownership with firm growth. Whether you're a founder preparing to step back or an advisor looking to step up, this discussion offers valuable insights to help you navigate the path forward. Tune in for expert advice on securing your firm's future!
13 snips
Jan 31, 2025 • 45min
Health Meets Wealth: The Power of Transformational Financial Advice
Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO of Connectum Capital Management, dive into the powerful link between health and wealth. They share personal stories illustrating how financial advice can be holistic and transformative. The conversation emphasizes building authentic connections with clients and the importance of open communication. They also discuss the emotional impact of financial legacies and the significance of proactive, honest guidance in enhancing overall well-being.
24 snips
Dec 19, 2024 • 1h 20min
2024 Wrapped: Practice Management Trends That Shaped the Year
Guests Steven Demand, Dale Scaly, Cameron Logar, and Mark Colasso share their expertise in practice management trends that defined 2024. They dive into the significance of strategic planning and organizational efficiency while managing talent. The discussion highlights the evolving role of AI, illustrating how it complements human touch in advisory firms. They also explore effective compensation structures to retain top talent and emphasize crafting detailed client profiles for enhanced engagement. Insights on client advisory boards reveal their impact on growth strategies.
Nov 22, 2024 • 43min
Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm
In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal "why" into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management, and Oeth, a wealth manager and principal for Cahill Financial Advisors, dive into the connection between personal passion and professional success—hear how Bernhardt's Camino de Santiago journey plays a role in client conversations and the ways that Oeth's wilderness survival skills shape his approach to wealth management and leadership.
Oct 25, 2024 • 41min
Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most
Helen Stephens, President and CEO of Aspen Wealth Management, brings over 30 years of experience in serving diverse clients, particularly focusing on women and money. She discusses the critical role of client feedback in business growth and enhancing relationships. Helen shares insights on establishing advisory councils to gather valuable feedback while tailoring services to meet client needs. She emphasizes clear communication to build trust and improve engagement. Helen also explores optimizing digital experiences through client input and identifying ideal clients for purposeful growth.
Sep 3, 2024 • 58min
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination
Helen Learmonth, a financial planner at WealthFlow, and Matt Hall, cofounder of Hill Investment Group, share insights on enhancing client engagement. They emphasize the crucial role of trust in client relationships and discuss how empathy and shared values can elevate the client experience. Key strategies include cultivating a client-centric culture and prioritizing communication. They advocate for feedback as a tool to improve service and satisfaction, ensuring clients feel heard and valued, ultimately driving referrals and retention.
Jul 19, 2024 • 41min
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, share their expertise on nurturing employee development for firm success. They discuss the significance of cultivating a growth mindset and a competitive yet collaborative culture. Mark emphasizes the role of incentives in driving team behaviors, while Rob reflects on aligning growth strategies with core values. Together, they explore how empowering employees enhances client relationships and fosters long-term prosperity in the advisory sector.
