Managing Your Practice

In 2020, we learned the importance of developing a team that can deliver value to your clients while implementing a systematic growth plan to guide the future of your business. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Stacy Francis of Francis Financial and Dave Welty of Avier Wealth Advisors to discuss how they approach their unique market niches and use social media and other tools to drive growth in their businesses.

Managing the culture and shared values of your organization is a key element of driving employee development and ultimately the long-term value of your business. In a virtual environment, goals-based management can help you deepen engagement with your teams and prioritize the values that create results. Catherine Williams, Dimensional’s Head of Practice Management, is joined by J.D. Bruce of Abacus Wealth and Stacey McKinnon of Morton Capital to discuss how they successfully manage human capital at their firms.

Despite the challenges of 2020, the year closed with M&A activity at a record-setting pace and no signs of slowing going into 2021. Whether advisors are interested in selling all or a portion of their businesses, there are important steps they can begin to take today to help maximize their valuation in the future and ensure they find the right partner. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Scott Slater of Fidelity Institutional to discuss M&A trends and best practices in the industry. You can listen to Fidelity’s podcast, Future Ready through M&A, hosted by Scott Slater here.

Organizations with a high level of employee engagement also tend to have higher morale, higher retention, and a better client experience. With more people working remotely than ever before, how are successful firms retaining, developing, and effectively engaging with employees in a virtual environment? Catherine Williams, Dimensional’s Head of Practice Management, welcomes Shannon O’Toole of Shannon O’Toole Coaching to discuss best practices for employee retention and engagement in 2020 and beyond.

Whether you’re seeking an external partner for the purpose of retirement, succession planning, or taking your business to the next level, the merger and acquisition (M&A) process can be daunting for any advisory firm. How do you find the right partner? How do you ensure a good cultural fit for your staff and your clients? What does integration entail post transaction? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Susan Strausbaugh of Buckingham Strategic Wealth and Karen Keatley of Modera Wealth Management as they discuss successful M&A experiences at their firms.