Mark Colasso

Regional director on the practice management team at Dimensional Fund Advisors. Former advisor with over 16 years of experience.

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Dec 19, 2024 • 1h 20min

2024 Wrapped: Practice Management Trends That Shaped the Year

Guests Steven Demand, Dale Scaly, Cameron Logar, and Mark Colasso share their expertise in practice management trends that defined 2024. They dive into the significance of strategic planning and organizational efficiency while managing talent. The discussion highlights the evolving role of AI, illustrating how it complements human touch in advisory firms. They also explore effective compensation structures to retain top talent and emphasize crafting detailed client profiles for enhanced engagement. Insights on client advisory boards reveal their impact on growth strategies.

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