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Managing Your Practice

Dimensional Fund Advisors

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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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Advisor Success Series

Freedom Investment Management, Inc.

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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People Behind the Science Podcast Stories from Scientists about Science, Life, Research, and Science Careers

Dr. Marie McNeely, featuring top scientists speaking about their life and c

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Are you searching for great stories to ignite your curiosity, teach you to perform better in life and career, inspire your mind, and make you laugh along the way? In this science podcast, Dr. Marie McNeely introduces you to the brilliant researchers behind the latest scientific discoveries. Join us as they share their greatest failures, most staggering successes, candid career advice, and what drives them forward in life and science. Our website with show notes]] Greetings science fans! We’r ...
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Dr. Christine Drea is the Earl D. McLean Professor of Evolutionary Anthropology, as well as Professor in the Department of Biology, the University Program in Ecology, and the Duke Institute for Brain Sciences at Duke University. Research in Christine’s lab examines animal behavior from an integrative perspective. She and her colleagues are investig…
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Dr. Kevin France is an Assistant Professor in the Department for Astrophysical and Planetary Sciences as well as an investigator within the Laboratory for Atmospheric and Space Physics at the University of Colorado, Boulder. Kevin’s research focuses on improving our understanding of planetary systems outside of our own solar system. His research he…
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Dr. Keshav K. Singh is the Joy and Bill Harbert Endowed Chair and Professor of Genetics, Dermatology and Pathology at the University of Alabama at Birmingham. He is also the founding Editor-in-Chief of the Mitochondrion Journal. In addition, Keshav is the founder and Chief Scientific Officer of the company Yuva Biosciences. Research in Keshav’s lab…
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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 c…
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In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…
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Dr. Luise Hermanutz is a Professor in the Department of Biology at Memorial University in Canada. Her work is dedicated to solving the puzzle of how organisms survive and adapt in their environments. She is interested in how plants and animals interact and how that shapes the world around us. Most of Luise's work focuses on northern boreal forests …
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Dr. Jia "Leo" Li is an Associate Professor of Physics at Brown University. He is a condensed matter experimental physicist, and his research involves stacking different layers of two-dimensional (2D) material together to discover new electronic properties that could revolutionize future technology, including the next generation of computers and ele…
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Dr. Eric Kmiec is Director of the Gene Editing Institute of the Helen F. Graham Cancer and Research Institute at Christiana Care Health System. He also holds faculty appointments at the University of Delaware and the Wistar Institute. Eric and his colleagues are working to develop new ways to treat cancer by destroying the genes that cause cancer c…
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Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integr…
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Dr. Andrew Felton is an Assistant Professor in the Department of Land Resources and Environmental Sciences within the College of Agriculture at Montana State University-Bozeman where he is Principal Investigator of the Felton Lab there. Andrew splits his time between teaching and his research lab. His research focuses on dry land ecosystems, which …
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Dr. Edward DeLong is a Professor in the Department of Oceanography at the University of Hawai’i Mānoa as well as a Visiting Professor in the Department of Civil and Environmental Engineering at MIT. Research in Ed’s lab brings together a variety of disciplines to study microbial communities in the ocean. He is interested in their ecology, evolution…
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Dr. Emma Louise Spanswick is an Associate Professor and a Natural Sciences and Engineering Research Council Tier II Canada Research Chair in Geospace Dynamics and Space Plasma Physics in the Department of Physics and Astronomy at the University of Calgary. Emma studies the Earth’s natural space environment, which is connected to our upper atmospher…
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In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the pre…
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Dr. Kyle Cromer is an Assistant Professor in the Department of Surgery at the University of California, San Francisco School of Medicine. In his lab, Kyle takes gene editing a step further beyond just modifying “the typos” in DNA to correct them back to what the code should be. He uses genome-editing approaches to introduce new functions into cells…
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How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jessi Howe of Silver Oak Advisory Group and Yusuf Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing…
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Dr. Philip J. Landrigan is a pediatrician and a public health doctor. He is Professor of Biology, Director of the Program for Global Public Health and the Common Good, and Director of the Global Observatory on Planetary Health at the Schiller Institute for Integrated Science and Society at Boston College. He is also Professor Emeritus of Pediatrics…
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Dr. Karen Strier is the Vilas Research Professor and Irven Devore Professor of Anthropology at the University of Wisconsin-Madison. Karen is a Primate behavioral ecologist. She is working to understand the biological basis of human behavior, evolution, and adaptation by studying our closest living relatives. Research in Karen’s group involves obser…
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Dr. Joseph S. Takahashi is Professor and Chair of Neuroscience and the Loyd B. Sands Distinguished Chair in Neuroscience at the University of Texas Southwestern Medical Center. He is also an Investigator in the Howard Hughes Medical Institute. Joe and his lab members are trying to better understand the biological clocks in our bodies that control o…
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In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clien…
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Dr. Michael Treadway is the Winship Distinguished Research Professor in Psychology and Director of Clinical Training in the Department of Psychology at Emory University. He is also affiliated with the Department of Psychiatry and Behavioral Sciences at Emory. One of the aims of Michael’s lab is to investigate how the brain makes decisions about whe…
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Dr. Marcia Bjornerud is Professor of Geology and the Walter Schober Professor of Environmental Studies at Lawrence University in Wisconsin. In addition, she is a writer for “Elements”, the New Yorker’s science and technology blog, and she is the author of the textbook The Blue Planet: An Introduction to Earth System Science, the popular science boo…
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Dr. Renato Polimanti is an Associate Professor of Psychiatry, and he also has appointments in Biomedical Informatics & Data Science, as well as Chronic Disease Epidemiology at the Yale University School of Medicine, the School of Public Health, and the Wu Tsai Institute. Research in Renato’s lab examines human genetics from different perspectives. …
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Dr. Bruce Beehler is an ornithologist and Research Associate in the Bird Division of the Smithsonian Institution’s National Museum of Natural History. Bruce's research is focused on the birds of the boreal conifer forests of the U.S. and Canada. He is interested in understanding how the permanent resident birds survive in these forests year round. …
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Dr. Dawei “David” Han is a Postdoctoral Fellow in the Department of Biology at the University of Maryland, College Park. David studies how snakes hear. Snakes are able to detect sound without external ear structures, particularly low frequency vibrations, and David is interested in how this process works, as well as the structures and pathways invo…
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Dr. Barbara Katzenback is an Assistant Professor in the Department of Biology at the University of Waterloo. Barb studies how frogs defend themselves from diseases to stay alive, and she also investigates how the environments that frogs live in impact their ability to defend against diseases. Frogs and other amphibians are critical components of th…
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