Managing Your Practice
Dimensional Fund AdvisorsManaging 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 decisi... more
| Publishes | Monthly | Episodes | 65 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementEntrepreneurshipBusiness | |||
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Latest Episodes
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 Pr... more
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... more
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 Manageme... more
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, successio... more
Key Facts
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Reviews
- Great podcast!
This podcast is a must listen for financial professionals everywhere! Each episode features experienced guests and provides helpful information to help you level up in your practice.
Apple Podcasts5maddie@podcastingyou
United States4 years ago - Amazing Podcast!
Very informative podcast! Covers tons of great content, 10 out of 10 would recommend!
Apple Podcasts5REIexpert101
Canada4 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #134 |  Australia/Business/Management |
Apple Podcasts | #190 |  Germany/Business/Management |
Apple Podcasts | #179 |  India/Business/Management |
Apple Podcasts | #185 |  Sweden/Business/Management |
Apple Podcasts | #236 |  New Zealand/Business/Management |
Apple Podcasts | #236 |  South Korea/Business/Management |
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Audience Metrics
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Frequently Asked Questions About Managing Your Practice
What is Managing Your Practice about and what kind of topics does it cover?
This show centers on practical guidance for financial practitioners who manage advisory firms, with a strong emphasis on growth, client experience, and operational efficiency. Across episodes, topics include fee-based and hybrid models, practice management, leadership, succession planning, M&A in wealth management, client relationships, and integrating technology like AI to improve productivity and service. A notable through-line is aligning strategic vision with everyday operations to differentiate firms, enhance fiduciary client outcomes, and scale revenue through smarter service delivery and systematized processes.
Where can I find podcast stats for Managing Your Practice?
Rephonic provides a wide range of podcast stats for Managing Your Practice. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Managing Your Practice and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Managing Your Practice get?
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What are the audience demographics for Managing Your Practice?
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How many subscribers and views does Managing Your Practice have?
To see how many followers or subscribers Managing Your Practice has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Managing Your Practice?
These podcasts share a similar audience with Managing Your Practice:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Barron's Advisor
4. The Rational Reminder Podcast
5. The Informed Investor
How many episodes of Managing Your Practice are there?
Managing Your Practice launched 5 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Managing Your Practice?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Managing Your Practice?
Rephonic pulls ratings and reviews for Managing Your Practice from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Managing Your Practice?
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What guests have appeared on Managing Your Practice?
Recent guests on Managing Your Practice include:
1. Lindsay Jordan
2. Lauren Hong
3. Megan Carpenter
4. Dr. Suzanne Peterson
5. Dave Alison
6. Ian Karnell
7. Jill Schlesinger
8. Mark Sparvell
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.