Apr 10, 2026
What role should a board of directors play in shaping the future of your business? In this episode, Lindsay Jordan, Senior Manager in Financial Accounting Advisory Services at Ernst & Young LLP, joins host Catherine Williams, Dimensional’s Head of Practice Management, to explore how advisory boards can become a...
Mar 20, 2026
What role should marketing play in the growth of a modern advisory business? In this episode, Dimensional’s Head of Practice Management, Catherine Williams, sits down with Lauren Hong, founder and CEO of Out & About Communications and host of The Out & About Podcast, and Megan Carpenter, co-founder and CEO of...
Mar 2, 2026
How can advisors better meet their clients’ needs and preferences when it comes to insurance and annuities? In the first episode of a new miniseries exploring the key services advisors can offer to strengthen their practice, Head of Practice Management Catherine Williams sits down with DPL Financial Partners Founder...
Jan 16, 2026
What’s really driving mergers and acquisitions in the financial advice industry today? In this episode, Dimensional’s Head of Practice Management, Catherine Williams, is joined by Chris Frieden and Brian Hamburger for a conversation on M&A, succession planning, and the role of outside capital in the industry....
Dec 19, 2025
Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what...