Managing Your Practice

Author: Dimensional Fund Advisors

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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Language: en

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Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth
Friday, 20 March, 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 Ficomm Partners and host of Growth Leaders of Wealth Management Podcast, to explore how branding, communications, and strategy intersect in today's evolving financial advisory landscape. They discuss the importance of developing an authentic brand, aligning marketing initiatives with broader business goals, and balancing emerging tools like artificial intelligence with the relationship-driven nature of financial advice. The conversation also covers practical considerations for advisors, including how to evaluate outsourcing, the role of testimonials under new regulations from the Securities and Exchange Commission, the role of marketing in mergers and acquisitions, and how firms can strategically allocate resources to support long-term growth.