Emily Binder of Beetle Moment Marketing and Taylor Schulte of Define Financial have both built successful businesses by leveraging digital marketing and technology. Schulte’s advisory firm focuses on attracting their ideal clients through curated digital strategies while Binder’s agency helps advisors grow their practices with new tools and technology like voice marketing. In this podcast, they discuss the latest digital tactics advisors should focus on to differentiate themselves and allow them...
Nov 09, 2022•46 min
Senator Bill Bradley is a former professional basketball player, Olympic gold medalist, three-term US Senator, and author of seven books. He shares personal and professional stories on the driving factors and experiences that led him to success. Dimensional’s Catherine Williams leads the discussion on the values Bradley has emphasized throughout his career and how financial advisors can implement those same values to help build a successful team and business.
Oct 19, 2022•46 min
Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional’s Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.
Sep 21, 2022•49 min
Carrie Delgott, Kate Juelfs, and Robert Bowers, three chief operating officers (COOs) from thriving advisory firms, join Catherine Williams to discuss the impact that clarity and flexibility in career pathing and recruiting can have on the employee experience, and why it matters to your business. (Recorded April 22, 2022.)
Aug 24, 2022•52 min
We welcome our very own Lisa Dallmer, COO, and David Jones, head of our UK and Ireland Advisor Group, to share their favorite reads, provide personal and professional-development book recommendations, and discuss the impact that reading has had on their careers in financial services and their personal lives. See these books and more on Dimensional’s full 2022 summer reading list here....
Aug 03, 2022•28 min
Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional’s Catherine Williams to discuss how their firms are approaching diversity and what it means to not only serve women and other underrepresented investor clients, but also the importance of building a more diverse pool of candidates for financial services professions.
Jun 22, 2022•51 min
Craig Wortmann, CEO of Sales Engine and a clinical professor at Northwestern University’s Kellogg School of Management, discusses how top-performing firms may emulate the way elite athletes or musicians enhance performance through deliberate practice. He shares a five-step framework built on purposeful action that may help you become more effective in your role as a financial advisor and business leader.
May 18, 2022•48 min
Investing early in the next generation of leaders may be the key to your firm’s longevity, but it can be difficult to balance short-term revenue and profit objectives with long-term business goals. Cameron Passmore, portfolio manager and executive chairman of PWL Capital in Canada, shares from more than 20 years of experience in creating a culture that focuses on both ambition and humility, and emphasizes investing in and developing employees as an integral part of the long-term business plan....
Apr 20, 2022•40 min
As a business leader are you focused on the systems or the soul side of your practice? Are you building a team that focuses on both? Benj Miller, co-founder of the business operating framework System & Soul, joins Dimensional’s Catherine Williams to share the six key elements leaders can focus on to support client satisfaction, employee development, and growth in their business. Learn more in Miller’s book The Clarity Field Guide , available at www.clarityfieldguide.com ....
Mar 22, 2022•42 min
As the world becomes more comfortable with rapid technology advancements, has your firm considered how the client experience is changing as a result? With seemingly endless options, how do you know where to make investments that have a lasting impact? Doug Fritz, CEO of F2 Strategy, joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss areas of technology advisors should consider to support firm growth, and how to determine which ones best fit your unique business needs...
Feb 15, 2022•44 min
Compliance plays a critical role in financial services, but keeping up with regulations from the SEC, FINRA, and individual states can be overwhelming. How do you ensure that you’re interpreting them correctly? Do you have processes in place to protect your clients and team? Are you prepared if you get audited? Leila Shaver, founder of My RIA Lawyer, joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss compliance concerns and regulatory changes you can prepare for now....
Jan 19, 2022•46 min
Every founder of a financial advisory firm will at some point face the question of succession. If looking internally, who is the heir apparent and when should they begin handing over the reins? The process can take years and may be difficult to navigate for the founder and successor. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Eric Hehman, CEO of Austin Asset, to talk about his journey from intern to CEO and the successful succession plan he helped develop along t...
Dec 08, 2021•47 min
In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren’t scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham Wealth Partners, joins Catherine Williams to discuss how advisors can build a successful practice by developing a clear vision for their firms and by focusing on financial advice and ed...
Nov 09, 2021•1 hr 2 min
It can take a range of skill sets to start and build a successful financial advisory firm. But whether that firm remains a smaller, lifestyle practice or grows into a larger self-sustaining enterprise can depend on the culture and the right mix of personality types. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Jon Jones, co-founder and CEO of the wealth management firm Brighton Jones, to explore how you can identify, hire, and align the right personalities with the...
Oct 12, 2021•52 min
Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they are saying about the health of their businesses. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Philip Palaveev, founder and CEO of The Ensemble Practice, to explore how assessing a firm’s profit and loss (P&L) statement and other financials could possibly be the key to growing faster, achieving greater profitabilit...
Sep 15, 2021•41 min
Many advisory practices use the popular “diamond team” structure to expand their capacity, add more clients, and effectively service those clients. But how do you implement a diamond team, and is it right for your organization? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Angie Herbers, founder and managing partner of Herbers and Company and originator of the diamond team concept. They discuss how having the right people in the right roles can create a high-functio...
Aug 17, 2021•36 min
How do you differentiate yourself in a competitive market and build a profitable practice working with the types of clients that you want to help? Catherine Williams, Dimensional’s Head of Practice Management, is joined by four-time Olympian Lauryn Williams of Worth Winning to discuss her path from gold medal-winning athlete to financial planner focused on offering advice and education to an underserved market segment.
Jul 20, 2021•35 min
Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what’s the best way to price and distribute equity to meet a firm’s strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional’s Head of Practice Management, to discuss current trends in compensation and equity planning.
Jun 14, 2021•28 min
As founder and CEO of CEG Worldwide, John Bowen has spent decades coaching thousands of elite advisors. So what separates top financial advisors from the rest? In this conversation with Catherine Williams, Dimensional’s Head of Practice Management, John shares the four business development strategies that he believes all elite advisors should follow. As an added bonus, you can visit www.cegworldwide.com/fasttrack to receive a complimentary copy of John’s book “Become the Expert the Wealthy Want,...
Apr 19, 2021•38 min
In 2020, we learned the importance of developing a team that can deliver value to your clients while implementing a systematic growth plan to guide the future of your business. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Stacy Francis of Francis Financial and Dave Welty of Avier Wealth Advisors to discuss how they approach their unique market niches and use social media and other tools to drive growth in their businesses.
Mar 15, 2021•46 min
Managing the culture and shared values of your organization is a key element of driving employee development and ultimately the long-term value of your business. In a virtual environment, goals-based management can help you deepen engagement with your teams and prioritize the values that create results. Catherine Williams, Dimensional’s Head of Practice Management, is joined by J.D. Bruce of Abacus Wealth and Stacey McKinnon of Morton Capital to discuss how they successfully manage human capital...
Feb 16, 2021•43 min
Despite the challenges of 2020, the year closed with M&A activity at a record-setting pace and no signs of slowing going into 2021. Whether advisors are interested in selling all or a portion of their businesses, there are important steps they can begin to take today to help maximize their valuation in the future and ensure they find the right partner. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Scott Slater of Fidelity Institutional to discuss M&A trends ...
Jan 13, 2021•43 min
Organizations with a high level of employee engagement also tend to have higher morale, higher retention, and a better client experience. With more people working remotely than ever before, how are successful firms retaining, developing, and effectively engaging with employees in a virtual environment? Catherine Williams, Dimensional’s Head of Practice Management, welcomes Shannon O’Toole of Shannon O’Toole Coaching to discuss best practices for employee retention and engagement in 2020 and beyo...
Dec 15, 2020•43 min
Whether you’re seeking an external partner for the purpose of retirement, succession planning, or taking your business to the next level, the merger and acquisition (M&A) process can be daunting for any advisory firm. How do you find the right partner? How do you ensure a good cultural fit for your staff and your clients? What does integration entail post transaction? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Susan Strausbaugh of Buckingham Strategic Wealth ...
Nov 18, 2020•33 min
