Managing your Practice Podcast Series
Managing your Practice is a podcast series from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.
Sales Success Starts with Relationships, Not Deals
Casey Jacox, sales leader and author of Win the Relationship, Not the Deal, coaches professionals on building authentic relationships, enhancing confidence, communication, and business development to strengthen client connections and develop future industry leaders.
This message was produced and distributed by Dimensional Fund Advisors (“DFA”). This message features representatives of firms that placed client assets in DFA-sponsored mutual funds and ETFs. No compensation was offered in exchange for appearance and participation in this message. Greater visibility for their respective firms created an incentive for both firm representatives to appear and participate in this message.
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How Leaders Can Map Career Journeys to Drive Growth and Innovation with Jennifer Climo
Give Them Something to Talk About: Effective Client and Employee Communications with Arabella Macpherson
The Power of Your People: How Employee Experience Impacts the Bottom Line with Michael C. Bush
What’s in a Dream Team: Key Characteristics of Highly Effective Teams with Shandel Sutherland and Liv Olson
Keeping Employees Happy and Engaged in a Virtual Environment with Shannon O’Toole
Creating Long-Term Value in Your Business Through Human Capital with J.D. Bruce and Stacey McKinnon
Retaining and Rewarding Talent Through Internal Equity Transactions with John Furey
What Three Personality Types Does Your Firm Need to Grow? with Jon Jones
Building a Better Advisory Practice Through Diversity and Inclusion with Kamila Elliott
COO Roundtable: Investing in the Future of Your Firm through Your People with Carrie Delgott, Kate Juelfs, and Robert Bowers
Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm with Gordon Bernhardt and Scott Oeth
Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond with Ben Harrison, Thomas Moore, and Gabe Garcia
Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth with David DeVoe
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms with Lisa Salvi
The Bionic Advisor: Using Technology to Serve, Scale, and Succeed with Nirav Batavia
The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm with Michael Goodman
Securing Your Legacy through Succession: Tips for Passing an RIA Firm to a Family Member with Joe Stephan
Going Above and Beyond: How to Capture Clients’ Voices to Improve Satisfaction and Engagement with Julie Littlechild
Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction with Allen Darby and Jason Carver
Buying, Selling, or Merging: Advisors’ Perspectives on Mergers and Acquisitions with Susan Strausbaugh and Karen Keatley
What Makes Diamond Teams Shine? with Angie Herbers
Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions with Philip Palaveev
When Less Is More: Getting Clear on Your Strategic Vision and Target Market with Michael Kitces
From Intern to CEO: The Roadmap for a Successful Internal Succession Plan with Eric Hehman
Tips for Navigating the Compliance and Regulatory Landscape in 2022 with Leila Shaver
Why Leveraging Technology in Your Advisory Firm Has Never Been More Important with Doug Fritz
System & Soul: Why Your Practice Needs Both to Thrive with Benj Miller
Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession with Louis Diamond
Five Actions Advisors Can Take Today to Position Their Firms for a Successful Merger, Acquisition, or Sale with Scott Slater
Health Meets Wealth: The Power of Transformational Financial Advice with Brady Fineske and Richard Stott
2024 Wrapped: Practice Management Trends That Shaped the Year with the Practice Management Team
Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm with the Practice Management Team
Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most with Helen Stephens
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination with Helen Learmonth and Matt Hall
From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity with Mark Johnsen and Rob Greenman
Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth with Ben Slater
Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages with Peter Lazaroff
Applying Lessons from 2020 to Grow Your Business Today with Stacy Francis and Dave Welty
Connecting the Dots: How to Drive Growth Through Your Culture, People, and Client Experience with Cameron Passmore
The Five-Step Framework for Growing Your Business Through Deliberate Practice with Craig Wortmann
Cutting Through the Noise: How to Differentiate Your Practice Through Digital Marketing with Emily Binder and Taylor Schulte
Gold Medal Advice on Finding Your Niche and Engaging with Your Ideal Clients with Lauryn Williams
How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients with Chip Roame
Building Brain Habits that Accelerate Your Team and Practice with Art Markman
Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity with Dr. Moira Somers
Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach with Daron Roberts
“Geeking Out” on the Past, Present, and Future of Finance with Robin Wigglesworth
Four Strategies for Becoming an Elite Financial Advisor with John Bowen
What’s on Dimensional’s Summer Reading List? with Lisa Dallmer and David Jones
The Five Values that Took an NBA Star from the Basketball Court to the Senate and Beyond with Senator Bill Bradley
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