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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 warra ...
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Learn how to systematically and consistently create profound innovation. Break through traditional thinking! Scott Amyx is a globally renowned expert in product innovation that integrates exponential technologies, out-of-the-box thinking and proven science and research methodologies to create breakthrough new innovations for organizations. On his Forbes column and now on this podcast, he shares research-based best practices on how to generate profound, new-to-the-world innovations that have ...
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What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren't in the same "service" industry as those companies, but that doesn't mean we can't benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue - every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave ...
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Bilingual Avenue with Marianna Du Bosq
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Bilingual Avenue with Marianna Du Bosq

Interviews with experts and parents sharing best practices for raising and teaching bilingual children.

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Bilingual Avenue is a podcast created for parents raising bilingual children and educators teaching dual language learners. The Bilingual Avenue podcast is a guide on what to do, how to do it and what to expect when working with multilingual children. Tune in for insightful interviews with experts and parents as they share best practices, failures, obstacles and inspiration to guide your journey with bilingual children. If you are looking for resources, strategies and actionable tips, Biling ...
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Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key business metrics for financial advisory practices. Listen as she shares focus areas for firms to measure and what actually matters for performance. She also discusses how firms differentiate when it com…
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Hortense le Gentil is the author of THE UNLOCKED LEADER: Dare to Free Your Own Voice, Lead with Empathy, and Shine Your Light in the World, who reveals how anyone can learn to shift their sights from the impossible-to-achieve superhero leader ideal to an effective human leader.By Scott Amyx
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Ben Slater of Buckingham Strategic Partners works closely with advisory firms that are near critical growth points and considering outsourcing or partnering to manage the expansion. As you approach the next level of growth, you may ask questions around when to hire, what functions to outsource, and how you can thrive as you grow. Hear how to evalua…
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The Partnership for Inclusive Innovation is a public-private partnership that launched in 2020 to lead coordinated, statewide efforts to position Georgia as the Technology Capital of the East Coast. Dedicated to advancing innovation, opportunity, and shared economic success across the state, the organization’s focus on community research, student e…
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Shandel Sutherland and Liv Olson share more than four decades of combined experience helping build highly effective teams. In this episode, they define key characteristics of those teams, ways to identify gaps in your own firm, and actionable steps to enhance performance. Learn why they believe investing in employee and team development is an essen…
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Meredith Broussard is an associate professor at the Arthur L. Carter Journalism Institute of New York University and the research director at the NYU Alliance for Public Interest Technology. She is the author of More Than a Glitch: Confronting Race, Gender, and Ability Bias in Tech (MIT Press, 2023).…
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Robin Wigglesworth, editor of FT Alphaville and author of Trillions, describes his career as “geeking out” on all things finance, writing to great depths on investing and markets. Hear how he connected with some of the greatest minds in finance to tell the origin story of index funds, his take on integrating corporate cultures through M&A, and what…
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Nirav Batavia, co–managing partner and chief technology officer of Forum Financial has used technology to build systems and processes that increase efficiency, enhance the employee and client experience, and scale the business, all while maintaining a focus on profitability. He shares his expertise on how advisors can combine technology with human …
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Michael Goodman, president of Wealthstream Advisors, founded a lifestyle practice that evolved into a $1 billion ensemble practice after combining the skills of multiple professions and taking on partners to facilitate the firm’s growth over the past three decades. Hear the pros and cons of running an ensemble practice; how hiring, team structure, …
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The Five Star Counsel podcast is prepping for a little break while we wrap up season two and prepare for season three, which will focus on the practical implementation of building a modern, high-level legal firm. As we dive into the day-to-day nuts and bolts, we'll share a range of tools and methods, from budget-friendly to more costly options. We …
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Peter Lazaroff, CIO at Plancorp, knew from a young age that he would have a career in investments and wealth management. Now, he helps deliver financial planning advice to clients in various life stages and offers his perspective on how advisors can engage with clients in ways that foster a long-term investment mindset and referability. Hear how he…
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Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transition left him with a desire to help other advisors in strategically planning for succession, either within the family or externally. He shares key considerations for advisors preparing for succession,…
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Our show has tackled client service by framing it around one big question: "What would a firm created by the founders of Disney, Amazon, and Four Seasons look like?" Today we try to summarize our Five Star Bootcamp by answering that question. Building a law firm requires starting with the business foundations of mission, vision, and values. The mis…
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How do you handle client-facing mistakes? As much as we try to avoid them, mistakes are inevitable, even for us perfectionist attorneys. And because they are inevitable, attorneys need to have a plan for how to respond when they happen. My experience working at the Four Seasons provided a great framework for how to deal with mistakes, using "glitch…
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Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.…
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There's a common misconception and fear we see in attorneys. Attorneys can fall prey to thinking that becasue they're well-paid and well-respected, they don't need to think about making their service better. Many risk-averse, pessimist, perfectionist attorneys simply fear the potential failure that comes with change and growth. Neither of these is …
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Allen Darby of Alaris Acquisitions and Jason Carver of Pure Financial Advisors have sat on both sides of the M&A table and experienced some of the recent, record-breaking years of deals done across the wealth management industry. They share their thoughts on when and how to start planning for a deal and searching for a partner, what each side consi…
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Now that you have addressed your standards, and you've implemented processes that should lead to those standards being met, how do you make sure your firm is hitting your standards on an ongoing basis? Standards won't do much for you if they're never being met. I'll walk through the ways you can think about consistency in your service, ways to meas…
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Now that we've discussed the components of our firm's service, it's time to think about how we measure successful service. Setting these standards not only helps you track that everything is happening correctly, but helps your employees know if they're doing a good job. Most importantly, it helps ensure a consistent and high-quality experience for …
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Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional’s Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what st…
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We've built the pieces of the machine for great service, but now it's time to focus on the fuel - your employees. People are the most important thing in your business, and we can't skimp on it. I break this episode down into two main parts: how to hire and how to train and manage. The most crucial single point is in your hiring process - most law f…
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