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Managing Your Practice

Dimensional Fund Advisors

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 decisi... more

PublishesMonthlyEpisodes41Founded3 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Managing Your Practice

Latest Episodes

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for... more

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24 days ago

Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors faci... more

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2 months ago

Daron Roberts, founding director of the Center for Sports Leadership & Innovation at the University of Texas, is a Harvard Law School graduate turned NFL coach who now guides students, athletes, and business leaders on stepping outside their comfort ... more

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3 months ago

Arabella Macpherson, director of Resonate Communications, turned a passion for acting into a career coaching, mentoring, and training leaders and teams to overcome communication obstacles. She shares her experience in influencing, negotiation, and co... more

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4 months ago

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Reviews

4.8 out of 5 stars from 36 ratings
  • 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 Podcasts
    5
    maddie@podcastingyou
    United States2 years ago
  • Amazing Podcast!

    Very informative podcast! Covers tons of great content, 10 out of 10 would recommend!

    Apple Podcasts
    5
    REIexpert101
    Canada2 years ago

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Frequently Asked Questions About Managing Your Practice

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How many episodes of Managing Your Practice are there?

Managing Your Practice launched 3 years ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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