Managing Your Practice

Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions


Listen Later

Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they are saying about the health of their businesses. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Philip Palaveev, founder and CEO of The Ensemble Practice, to explore how assessing a firm’s profit and loss (P&L) statement and other financials could possibly be the key to growing faster, achieving greater profitability, and creating more opportunities for advisors and their teams.

...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