business
Hosted by Dimensional Fund Advisors · business · EN
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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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchManaging 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.
Managing Your Practice is hosted by Dimensional Fund Advisors. The show has published 71 episodes to date.
Recent episodes include "Using Data and Stories to Build a More Intentional Practice" (25 September 2026, 43 minutes), "The Human Side of Mergers and Acquisitions" (21 August 2026, 41 minutes), and "Building Trust Beyond Referrals: Testimonials and AI Search" (24 July 2026, 61 minutes).
Managing Your Practice publishes roughly monthly, with episodes averaging 49 minutes across 71 episodes.
Booking probability for Managing Your Practice is 33%, and the host is rated Selective on guests. Managing Your Practice requires a Pod Score of 80 or higher. Managing Your Practice's contact route on record: verified email.
The strongest fits for Managing Your Practice are Investment Banking & Trading. Managing Your Practice has a business audience.
Dimensional Fund Advisors hosts Managing Your Practice, a business podcast with 71 episodes published.
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Managing Your Practice
What does it look like when an evidence-based approach shapes every aspect of an advisory firm? In this episode of Managing your Practice , Dimensional host Stephen de Man sits down with Dr. Nikolaus Braun, founder and...
Managing Your Practice
The success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders, staff, and clients alike. In this...
Managing Your Practice
In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they...
Managing Your Practice
How can financial professionals become and remain effective leaders in a landscape that is rapidly evolving? In this episode of Managing your Practice , Dimensional host Stephen de Man welcomes Jack Swift, author of...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
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...
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...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
How will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice , Dimensional's Catherine Williams sits down with award-winning...
Managing Your Practice
What does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice , Dimensional's Catherine Williams sits down with CBS News business analyst and best-selling...
Managing Your Practice
What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of...
Managing Your Practice
Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience behind leadership, emotional intelligence...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
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...
Managing Your Practice
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...
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