Is this your podcast?
Sign up to track ranks and reviews from Spotify, Apple Podcasts and more
Dimensional Fund Advisors
Managing Your Practice
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 decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice,...
Listen now
Ratings & Reviews
4.8 stars from 20 ratings
Amazing Podcast!
Very informative podcast! Covers tons of great content, 10 out of 10 would recommend!
REIexpert101 via Apple Podcasts · Canada · 11/17/21
Recent Episodes
In this episode, George Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal “why” into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management,...
Published 11/22/24
Published 11/22/24
Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match...
Published 10/25/24
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.