<p>Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.</p>

Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.

Practice Management Year-End Wrap-Up

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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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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Practice Management Year-End Wrap-Up

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