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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,...
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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
Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size  but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their...
Published 04/10/24
Published 04/10/24
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 a transition? Hear from the expert on...
Published 03/05/24
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