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 | 59 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipManagementBusiness | |||
Listen to this Podcast
Latest Episodes
What is an "admired leader," and how can you become one? Dr. Suzanne Peterson, partner at CRA | Admired Leadership, has been studying and advising businesses for over 20 years on how senior leaders can create influence and develop trust within their ... more
How will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with award-winning Prosperity Capital Advisors Presid... more
What does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with CBS News business analyst and best-selling author Jill Schlesinger to explore t... more
What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of internal succession. Covering financ... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
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 States3 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
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #182 | United States/Business/Management |
Apple Podcasts | #250 | Canada/Business/Management |
Apple Podcasts | #124 |  New Zealand/Business/Management |
Apple Podcasts | #138 |  Singapore/Business/Management |
Apple Podcasts | #218 |  India/Business/Management |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About Managing Your Practice
What is Managing Your Practice about and what kind of topics does it cover?
This podcast offers valuable insights aimed at financial professionals, focusing on essential topics such as business efficiency, growth strategies, client experience enhancement, and succession planning within advisory firms. The discussions feature a range of experts who share practical advice and personal anecdotes to help advisors navigate the complexities of building and managing a successful practice. Notably, the episodes highlight the importance of emotional intelligence and relationship-building in client interactions, making it particularly relevant for those looking to deepen their connections with clients and improve their advisory services.
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?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Managing Your Practice, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Managing Your Practice?
Rephonic provides comprehensive predictive audience data for Managing Your Practice, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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 Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Barron's Advisor
5. The Long View
How many episodes of Managing Your Practice are there?
Managing Your Practice launched 5 years ago and published 59 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?
Rephonic provides full transcripts for episodes of Managing Your Practice. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Managing Your Practice?
Recent guests on Managing Your Practice include:
1. Dr. Suzanne Peterson
2. Dave Alison
3. Ian Karnell
4. Jill Schlesinger
5. Mark Sparvell
6. Dennis Moseley-Williams
7. Casey Jacox
8. Scott Highmark
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.