Practice Management Year-End Wrap-Up episode artwork

EPISODE · Dec 19, 2025 · 54 MIN

Practice Management Year-End Wrap-Up

from 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 advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

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Practice Management Year-End Wrap-Up

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This episode is 54 minutes long.

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This episode was published on December 19, 2025.

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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...

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