Managing Your Practice

Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional’s Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what strategic moves they should consider today. 

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 to reach their desired audience.

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.

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. 

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.)

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.

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.

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. 

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.

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.