All Episodes
Managing Your Practice — 68 episodes
The Human Side of Mergers and Acquisitions
Building Trust Beyond Referrals: Testimonials and AI Search
Leading Through Change: Human Leadership in the Age of AI
Managing Family Wealth: Moving Beyond the Portfolio
The Strategic Role of Boards in Today's Advisory Firms
Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth
Strengthening Your Service Offering: The Role of Annuities
Navigating M&A Decisions in a Changing Advice Landscape
Practice Management Year-End Wrap-Up
The Impact of Guiding Principles: A Conversation with Dave Butler
What the Most Admired Leaders Do Differently
AI as the Next Thought Partner in Finance
Jill Schlesinger on the Power of the Pivot
Buy, Sell, Plan: The Business of Advisor Succession
The Neuroscience of Workplace Culture: What Every Leader Should Know
Transform the Experience, Transform Your Business
Sales Success Starts with Relationships, Not Deals
Mission-Driven Leadership: Creating a Transformational Client Experience
The Future of Your Firm: Building the Next Generation of Leaders
Health Meets Wealth: The Power of Transformational Financial Advice
2024 Wrapped: Practice Management Trends That Shaped the Year
Leading with Purpose: How Your "Why" Drives Growth in a Financial Advisory Firm
Feedback as Fuel for Growth: Why Your Clients' Point of View Matters Most
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination
From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity
Building Brain Habits that Accelerate Your Team and Practice
Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond
How Leaders Can Map Career Journeys to Drive Growth and Innovation
Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth
Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity
Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach
Give Them Something to Talk About: Effective Client and Employee Communications
The Power of Your People: How Employee Experience Impacts the Bottom Line
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth
What's in a Dream Team: Key Characteristics of Highly Effective Teams
"Geeking Out" on the Past, Present, and Future of Finance
The Bionic Advisor: Using Technology to Serve, Scale, and Succeed
The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm
Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages
Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member
Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement
Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction
Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession
Cutting Through the Noise: How to Differentiate Your Practice Through Digital Marketing
The Five Values That Took an NBA Star from the Basketball Court to the US Senate and Beyond
How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients
COO Roundtable: Investing in the Future of Your Firm through Your People
What's on Dimensional's Summer Reading List?
Building a Better Advisory Practice Through Diversity and Inclusion
The Five-Step Framework for Growing Your Business Through Deliberate Practice
Connecting the Dots: How to Drive Growth Through Your Culture, People, and Client Experience
System & Soul: Why Your Practice Needs Both to Thrive
Why Leveraging Technology in Your Advisory Firm Has Never Been More Important
Tips for Navigating the Compliance and Regulatory Landscape in 2022
From Intern to CEO: The Roadmap for a Successful Internal Succession Plan
When Less Is More: Getting Clear on Your Strategic Vision and Target Market
What Three Personality Types Does Your Firm Need to Grow?
Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions
What Makes Diamond Teams Shine?
Gold Medal Advice on Finding Your Niche and Engaging with Your Ideal Clients
Retaining and Rewarding Talent Through Internal Equity Transactions
Four Strategies for Becoming an Elite Financial Advisor
Applying Lessons from 2020 to Grow Your Business Today
Creating Long-Term Value in Your Business Through Human Capital
Five Actions Advisors Can Take Today to Position Their Firms for a Successful Merger, Acquisition, or Sale
Keeping Employees Happy and Engaged in a Virtual Environment
Buying, Selling, or Merging: Advisors' Perspectives on Mergers and Acquisitions