Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management, about developing and sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decision-making, and the client experience and offers insight into staying aligned as teams grow and evolve. He also highlights how advisors can translate these principles into daily practice, strengthen firm identity across generations, and communicate a clear, consistent message to clients.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Dimensional Fund Advisors. Innehållet i podden är skapat av Dimensional Fund Advisors och inte av, eller tillsammans med, Poddtoppen.