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).
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1:06:24
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1:06:24
Buy, Sell, Plan: The Business of Advisor Succession
What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of internal succession. Covering financing options, common roadblocks, and generational dynamics, this episode offers actionable insights for founders and future owners alike. Whether you’re just starting to think about succession or already deep in planning, you’ll walk away with fresh strategies to build a lasting legacy.
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53:18
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53:18
The Neuroscience of Workplace Culture: What Every Leader Should Know
Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience behind leadership, emotional intelligence, and the human capacity to thrive amid stress and change. Catherine and Mark discuss how understanding the brain’s survival wiring—and learning how to reframe stress—can unlock motivation, improve firm culture, and foster better decision-making as firms face time and capacity constraints.
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1:00:38
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1:00:38
Transform the Experience, Transform Your Business
Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the “experience economy.” Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client relationships, drive referrals, and create a brand that stands out.
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59:48
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59:48
Sales Success Starts with Relationships, Not Deals
Casey Jacox, sales leader and author of Win the Relationship, Not the Deal, turned his experience in sales and leadership into a career of coaching and mentoring professionals on building authentic relationships. He shares his expertise in building confidence, communication, and business development, offering strategies for advisors to strengthen client connections, differentiate their services, and develop the next generation of industry leaders.
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.
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