TENTANG EPISODE INI
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 partner of Neunundvierzig, in Germany. They discuss how the Munich-based firm was built on a strong conviction about whom their firm was for (and whom it wasn't) and a commitment to data-driven decisions. From evaluating prospects to optimizing client communication to managing capacity, Braun shares how being intentional can help advisors build a more focused practice.
Inggris
Amerika Serikat
TRANSKRIP 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Managing Your Practice.
EPISODE LAIN DALAM PODCAST INI
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 t…
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 i…
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 di…
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 Financia…
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 …
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Dimensional Fund Advisors, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
Sunting
Terima kasih telah membantu agar basis data podcast tetap terbaru
