พอดคาสท์ Dimensional Fund Advisors ชั้นนำ (2024)

1
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination 58:12

10d ago58:12

58:12

Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher level of service and presence, t…

1
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds 28:59

22d ago28:59

28:59

In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…

1
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management 27:51

2M ago27:51

27:51

In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …

1
From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity 40:46

2M ago40:46

40:46

Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in their respective firms for managing growth, and with it, creating a culture and sales cycle that fosters a business development mindset. They talk through their leadership styles and some of the ways th…

1
A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors 23:18

3M ago23:18

23:18

In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…

1
Building Brain Habits that Accelerate Your Team and Practice 55:25

3M ago55:25

55:25

Art Markman, PhD, is vice provost for academic affairs at the University of Texas at Austin and the author of more than 150 scholarly works on cognitive science and related topics. In this podcast episode, he shares his expertise on “smart” thinking and decision-making. With tens of thousands of decisions to make every day, what allows us to move f…

1
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 29:01

3M ago29:01

29:01

In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …

1
Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond 1:01:05

4M ago1:01:05

1:01:05

With more options than ever, how do advisors decide on a custodial partner? Ben Harrison of BNY Mellon Pershing, Gabe Garcia of SEI, and Thomas Moore of Betterment for Advisors join us in a roundtable discussion on how their custodial firms are going beyond asset security to offer services in other major operational and strategic capacities. They e…

1
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors 30:03

4M ago30:03

30:03

In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…

1
How Leaders Can Map Career Journeys to Drive Growth and Innovation 44:23

5M ago44:23

44:23

Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new employees, how their firms conti…

1
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research 27:09

6M ago27:09

27:09

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…

1
Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth 43:46

6M ago43:46

43:46

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in p…

1
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management 31:01

7M ago31:01

31:01

As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…

1
Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity 54:55

8M ago54:55

54:55

Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She poses important questions to ide…

1
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds 36:24

9M ago36:24

36:24

In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavio…

1
Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach 55:11

9M ago55:11

55:11

Daron Roberts, founding director of the Center for Sports Leadership & Innovation at the University of Texas, is a Harvard Law School graduate turned NFL coach who now guides students, athletes, and business leaders on stepping outside their comfort zone, practicing discipline, and hiring and managing teams. In this special live episode, hear insig…

1
Give Them Something to Talk About: Effective Client and Employee Communications 54:30

10M ago54:30

54:30

Arabella Macpherson, director of Resonate Communications, turned a passion for acting into a career coaching, mentoring, and training leaders and teams to overcome communication obstacles. She shares her experience in influencing, negotiation, and conflict resolution; ways that advisors can manage difficult conversations with clients and employees;…

1
Addressing Factor Investing Research With Wes Crill of Dimensional Funds 31:31

10M ago31:31

31:31

In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as …

1
The Power of Your People: How Employee Experience Impacts the Bottom Line 55:42

11M ago55:42

55:42

Michael C. Bush, CEO of Great Place to Work®, has found data-driven ways to connect the dots between human-centered leaders and good business. He shares how a focus on trust in the workplace correlates with business performance, what leaders can do to enhance the employee experience, and insights from his own 30-year career that have had a lasting …

1
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco 37:40

11M ago37:40

37:40

In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed incom…

1
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers 36:46

12M ago36:46

36:46

The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead …

1
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms 45:24

12M ago45:24

45:24

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…

1
Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth 42:56

1y ago42:56

42:56

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…

1
The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital 36:58

1y ago36:58

36:58

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strat…

1
What’s in a Dream Team: Key Characteristics of Highly Effective Teams 53:46

1y ago53:46

53:46

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…

1
“Geeking Out” on the Past, Present, and Future of Finance 48:14

1y ago48:14

48:14

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…

1
The Bionic Advisor: Using Technology to Serve, Scale, and Succeed 51:13

1+ y ago51:13

51:13

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 …

1
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs 47:15

1+ y ago47:15

47:15

In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted perspective to the thematic landscape having previously served as an analyst at the Federal Reserve, worked in investment banking, and taught international politics and policy at West Point Academy. …

1
The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm 30:41

1+ y ago30:41

30:41

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, …

1
Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages 28:39

1+ y ago28:39

28:39

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…

1
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine 51:56

1+ y ago51:56

51:56

In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the firm's Total Return, Opportunistic Income, Income, Opportunistic MBS and Strategic MBS strategies. Ken will be sharing his thoughts on current Fed policy and its eventual effects on economic activity …

1
Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member 44:27

1+ y ago44:27

44:27

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,…

1
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management 48:54

1+ y ago48:54

48:54

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of hous…

1
Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement 43:08

1+ y ago43:08

43:08

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.…

1
Kicking off our 2023 season discussing investment industry trends with VettaFi 44:35

1+ y ago44:35

44:35

We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors are shifting their practices to an…

1
Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction 57:29

1+ y ago57:29

57:29

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…

1
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust 54:52

1+ y ago54:52

54:52

In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their preferences for how asset al…

1
Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession 47:09

1+ y ago47:09

47:09

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…

1
Cutting Through the Noise: How to Differentiate Your Practice Through Digital Marketing 46:19

2y ago46:19

46:19

Emily Binder of Beetle Moment Marketing and Taylor Schulte of Define Financial have both built successful businesses by leveraging digital marketing and technology. Schulte’s advisory firm focuses on attracting their ideal clients through curated digital strategies while Binder’s agency helps advisors grow their practices with new tools and technol…

1
The Five Values That Took an NBA Star from the Basketball Court to the US Senate and Beyond 46:03

2y ago46:03

46:03

Senator Bill Bradley is a former professional basketball player, Olympic gold medalist, three-term US Senator, and author of seven books. He shares personal and professional stories on the driving factors and experiences that led him to success. Dimensional’s Catherine Williams leads the discussion on the values Bradley has emphasized throughout hi…

1
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani 35:35

2y ago35:35

35:35

In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines. We also discuss the current investment landsc…

1
How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients 49:11

2y ago49:11

49:11

Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional’s Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.…

1
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O’Connor 43:28

2y ago43:28

43:28

In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors. We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm the importance of the indepen…

1
COO Roundtable: Investing in the Future of Your Firm through Your People 52:23

2y ago52:23

52:23

Carrie Delgott, Kate Juelfs, and Robert Bowers, three chief operating officers (COOs) from thriving advisory firms, join Catherine Williams to discuss the impact that clarity and flexibility in career pathing and recruiting can have on the employee experience, and why it matters to your business. (Recorded April 22, 2022.)…

1
What’s on Dimensional’s Summer Reading List? 28:18

2y ago28:18

28:18

We welcome our very own Lisa Dallmer, COO, and David Jones, head of our UK and Ireland Advisor Group, to share their favorite reads, provide personal and professional-development book recommendations, and discuss the impact that reading has had on their careers in financial services and their personal lives. See these books and more on Dimensional’…

1
Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds 29:53

2y ago29:53

29:53

In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022. We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in equities and fixed income. We cauti…

1
Building a Better Advisory Practice Through Diversity and Inclusion 51:06

2y ago51:06

51:06

Kamila Elliott, board chair of the CFP board and CEO and founder of Collective Wealth Partners, and Kara Duckworth, managing director of client experience at Mercer Advisors, join Dimensional’s Catherine Williams to discuss how their firms are approaching diversity and what it means to not only serve women and other underrepresented investor client…

1
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO 52:52

2+ y ago52:52

52:52

In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Company (PIMCO). In addition to providing an updated outlook on the fixed income market, Mr. Crescenzi helps our listeners get a more intuitive understanding of Quantitative Tightening (“QT”), or the Fe…

1
The Five-Step Framework for Growing Your Business Through Deliberate Practice 48:01

2+ y ago48:01

48:01

Craig Wortmann, CEO of Sales Engine and a clinical professor at Northwestern University’s Kellogg School of Management, discusses how top-performing firms may emulate the way elite athletes or musicians enhance performance through deliberate practice. He shares a five-step framework built on purposeful action that may help you become more effective…

1
Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill 28:08

2+ y ago28:08

28:08

In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors …

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