EPISODE · Sep 14, 2025 · 21 MIN
The Power of the Pivot Part Two
from MoneyWatch with Jill Schlesinger · host CBS News
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.Have a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoney
What this episode covers
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney
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The Power of the Pivot Part Two
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