Dec 8, 2021
Every founder of a financial advisory firm will at some point face the question of succession. If looking internally, who is the heir apparent and when should they begin handing over the reins? The process can take years and may be difficult to navigate for the founder and successor. Catherine Williams, Dimensional’s...
Nov 9, 2021
In a competitive market, it can be tempting to continuously seek new ways to provide value to clients in order to stand out and grow your firm. But often, these aren’t scalable offerings, and trying to serve more than one niche can allow your ideal clients to slip through the cracks. Michael Kitces, of Buckingham...
Oct 12, 2021
It can take a range of skill sets to start and build a successful financial advisory firm. But whether that firm remains a smaller, lifestyle practice or grows into a larger self-sustaining enterprise can depend on the culture and the right mix of personality types. Catherine Williams, Dimensional’s Head of Practice...
Sep 15, 2021
Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they are saying about the health of their businesses. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Philip Palaveev, founder and CEO of...
Aug 17, 2021
Many advisory practices use the popular “diamond team” structure to expand their capacity, add more clients, and effectively service those clients. But how do you implement a diamond team, and is it right for your organization? Catherine Williams, Dimensional’s Head of Practice Management, is joined by Angie...