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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.

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  1. Behavioral Finance 2.0: Meeting Clients Where They Are 52:26
  2. Using Data and Stories to Build a More Intentional Practice 43:00
  3. The Human Side of Mergers and Acquisitions 41:27
  4. Building Trust Beyond Referrals: Testimonials and AI Search 1:01:23
  5. Leading Through Change: Human Leadership in the Age of AI 48:28
  6. Managing Family Wealth: Moving Beyond the Portfolio 58:07
  7. The Strategic Role of Boards in Today's Advisory Firms 45:27
  8. Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth 53:22
  9. Strengthening Your Service Offering: The Role of Annuities 30:36
  10. Navigating M&A Decisions in a Changing Advice Landscape 44:47
  11. Practice Management Year-End Wrap-Up 54:36
  12. The Impact of Guiding Principles: A Conversation with Dave Butler 23:48
  13. What the Most Admired Leaders Do Differently 46:26
  14. AI as the Next Thought Partner in Finance 56:37
  15. Jill Schlesinger on the Power of the Pivot 1:06:24
  16. Buy, Sell, Plan: The Business of Advisor Succession 53:18
  17. The Neuroscience of Workplace Culture: What Every Leader Should Know 1:00:38
  18. Transform the Experience, Transform Your Business 59:48
  19. Sales Success Starts with Relationships, Not Deals 38:48
  20. Mission-Driven Leadership: Creating a Transformational Client Experience 49:14
  21. The Future of Your Firm: Building the Next Generation of Leaders 48:15
  22. Health Meets Wealth: The Power of Transformational Financial Advice 45:01
  23. 2024 Wrapped: Practice Management Trends That Shaped the Year 1:19:43
  24. Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm 43:21
  25. Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most 41:10
  26. Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination 58:12
  27. From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity 40:46
  28. Building Brain Habits that Accelerate Your Team and Practice 55:25
  29. Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond 1:01:05
  30. How Leaders Can Map Career Journeys to Drive Growth and Innovation 44:23
  31. Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth 43:46
  32. Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity 54:55
  33. Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach 55:11
  34. Give Them Something to Talk About: Effective Client and Employee Communications 54:30
  35. The Power of Your People: How Employee Experience Impacts the Bottom Line 55:42
  36. Metrics that Matter: Using Data to Measure What Counts at Advisory Firms 45:24
  37. Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth 42:56
  38. What's in a Dream Team: Key Characteristics of Highly Effective Teams 53:46
  39. "Geeking Out" on the Past, Present, and Future of Finance 48:14
  40. The Bionic Advisor: Using Technology to Serve, Scale, and Succeed 51:13
  41. The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm 30:41
  42. Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages 28:39
  43. Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member 44:27
  44. Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement 43:08
  45. Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction 57:29
  46. Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession 47:09
  47. Cutting Through the Noise: How to Differentiate Your Practice Through Digital Marketing 46:19
  48. The Five Values That Took an NBA Star from the Basketball Court to the US Senate and Beyond 46:03
  49. How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients 49:11
  50. COO Roundtable: Investing in the Future of Your Firm through Your People 52:23