Managing Your Practice

How Leaders Can Map Career Journeys to Drive Growth and Innovation


Listen Later

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 continue to develop internal opportunities for progression, and the importance of clearly defined career paths that emphasize advocacy on the part of both the employee and manager, as well flexibility in roles, all while prioritizing the bottom line of the business.

...more
View all episodesView all episodes
Download on the App Store

Managing Your PracticeBy Dimensional Fund Advisors

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like Managing Your Practice

View all
Masters in Business by Bloomberg

Masters in Business

2,163 Listeners

Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,694 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,062 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,002 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

442 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,070 Listeners

The Long View by Morningstar

The Long View

880 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,264 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,544 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets by Michael Sidgmore

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

26 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners