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 | 69 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessEntrepreneurship | |||
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Latest Episodes
The success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders, staff, and clients alike. In this episode, host Stephen de Man welcomes ... more
In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they ever schedule a meeting. On th... more
How can financial professionals become and remain effective leaders in a landscape that is rapidly evolving? In this episode of Managing your Practice, Dimensional host Stephen de Man welcomes Jack Swift, author of Level 7 Leadership: The Blueprint f... more
How can advisors play a more meaningful role in helping affluent families make informed, values-driven decisions? In his debut episode, Dimensional host Stephen de Man welcomes Dave Specht and Jeff Coyle to explore wealth management for highly afflue... 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
Canada5 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #66 |  Australia/Business/Management |
Apple Podcasts | #195 |  United Arab Emirates/Business/Management |
Apple Podcasts | #212 |  South Korea/Business/Management |
Apple Podcasts | #221 |  India/Business/Management |
Apple Podcasts | #242 |  Austria/Business/Management |
Talking Points
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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 consistently centers on growing and running advisory practices in the financial services space, with deep dives into governance, branding, client experience, and innovative technology like AI. Episodes feature high-level guests—from CEOs and governance experts to branding strategists and AI practitioners—discussing practical frameworks, multi-generational wealth planning, and how to align strategy with growth. A notable throughline is the emphasis on human-centric advisory services, clear governance, and leveraging digital tools to improve trust, efficiency, and outcomes for clients and firms alike. The format tends to pair actionable templates, real-world anecdotes, and partnerships with leading advisory firms, making it valuable... more
Where can I find podcast stats for Managing Your Practice?
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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. The Long View
4. Talking Wealth
5. Barron's Advisor
How many episodes of Managing Your Practice are there?
Managing Your Practice launched 6 years ago and published 69 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.
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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. Amy DeTolla
2. Josh Bartholomew
3. Brian Thorp
4. Jack Swift
5. Jeff Coyle
6. David Specht
7. Lindsay Jordan
8. Lauren Hong
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.