Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions

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 profitability, and creating more opportunities for advisors and their teams.