Transforming Work, Wealth, and Life: A Mindset Shift

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).