Managing Your Practice
Hosted by Catherine Williams and Stephen de Man · Dimensional Fund Advisors
4.9from 36 ratings
- 69
- Episodes
- 12
- Transcribed
- 36
- Ratings
- Daily
- Cadence
- 2020
- First episode
About Managing Your Practice
Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
- Publisher
- Dimensional Fund Advisors
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 18 Nov 2020
- Latest episode
- 25 Sept 2026
Latest episodes
12 of 69 episodes have a transcript.
25 Sept 2026TRANSCRIPT
Using Data and Stories to Build a More Intentional Practice
21 Aug 2026TRANSCRIPT
The Human Side of Mergers and Acquisitions
24 Jul 2026TRANSCRIPT
Building Trust Beyond Referrals: Testimonials and AI Search
Inside a recent episode
Using Data and Stories to Build a More Intentional Practice
Published 25 Sept 2026 · Transcript excerpt
[…] And that's what I like so much about the evidence-based investment. You can manage expectations. You do never have to promise more than you can keep. I promised you we'll have 30% downturn sooner or later. Now we're here. Promise kept. And I promised you I won't leave you alone in this situation or get you through it. I think that's a deep understanding how language shapes reality. I think that's at the core of 49%. I think it should be at the core of every financial advice, helping people make sense out of their life. How do you train or develop your staff to have that communication, those skills and work on the storytelling? […]
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See plansWho has been a guest on Managing Your Practice
Names identified in recent episode analyses. Showing up to five guests.
- Nikolaus Braun
- Amy DeTolla
- Josh Bartholomew
- Brian Thorp
- Jack Swift
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.8 / 5
- 24 ratings
- Spotify
- 5.0 / 5
- 12 ratings
Podcast Authority Score: 47 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 60
- Social presence
- 0
- YouTube
- 0
- Engagement
- 85
Contact Managing Your Practice
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Managing Your Practice
Who hosts Managing Your Practice?
Catherine Williams and Stephen de Man host the show. Published by Dimensional Fund Advisors.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Managing Your Practice take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
12 of 69 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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