이 팟캐스트 소개 🔗
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.
업데이트 빈도:
monthly
평균 오디오 길이:
47 minutes
게스트 인터뷰
영어
미국
에피소드 69 개
2020년 11월 18일부터
episodic
최신 에피소드 🔗
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…
이전 에피소드 🔗
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 episode, host Stephen de Man welcomes Amy DeTolla, founder and CEO of Aureus Advantage,…
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 ever schedule a meeting. On this episode of Managing your Practice, host Stephe…
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 Level 7 Leadership: The Blueprint for the Human + Machine Era, to discuss the import…
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 wealth management for highly affluent families. Dave is the Senior Fellow of the Ce…
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 Williams, Dimensional's Head of Practice Management, to explore how advisory bo…
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 Communications and host of The Out & About Podcast, and Megan Carpenter, co…
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'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…
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…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Dimensional Fund Advisors에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
팟캐스트 검색 엔진
당사 웹사이트를 사용하여3,823,114팟캐스트 및195,616,120에피소드를 사람, 장소 또는 주제별로 검색할 수 있습니다.
지식에 대한 투자가 가장 큰 이익을 주기에 저는 팟캐스트를 듣습니다.
‐ Benjamin "Llamacorn" Franklin
이 팟캐스트 요청하기
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post 분류 광고 for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
팟캐스터 인터뷰...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
공식 X(구 Twitter) 계정 will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
