Managing Your Practice

Practice Management Year-End Wrap-Up

Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

The Impact of Guiding Principles: A Conversation with Dave Butler

Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management, about developing and sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decision-making, and the client experience and offers insight into staying aligned as teams grow and evolve. He also highlights how advisors can translate these principles into daily practice, strengthen firm identity across generations, and communicate a clear, consistent message to clients.

What the Most Admired Leaders Do Differently

What is an "admired leader," and how can you become one? Dr. Suzanne Peterson, partner at CRA | Admired Leadership, has been studying and advising businesses for over 20 years on how senior leaders can create influence and develop trust within their organizations. She joins Dimensional's Catherine Williams for an episode of Managing your Practice to discuss the traits, behaviors, and communication styles of the most admired leaders that can create an authentic, engaging, and inspiring environment for employees and clients alike.

AI as the Next Thought Partner in Finance

How will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the opportunities for integrating AI into financial services. From their hands-on experience building, training, and using AI to practical ways advisors can embrace it as a strategic thought partner, Dave and Ian's insights on where the technology is headed and how to navigate the legal and compliance considerations along the way are something you should tune in for.

Jill Schlesinger on the Power of the Pivot

What does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with CBS News business analyst and best-selling author Jill Schlesinger to explore the mindset and mechanics behind meaningful transitions. From her own pivot from advisor to national media voice, to stories from her book The Great Money Reset, Jill shares what she's learned about helping people navigate change—financially and emotionally. Tune in for insights on empathy, burnout, reinvention, and how great advisors can meet clients where they are (and where they're going).