Managing Your Practice

Retaining and Rewarding Talent Through Internal Equity Transactions


Listen Later

Sharing equity can help attract and retain talented team members, create a clear succession plan, and help de-risk ownership for advisory firms. But what's the best way to price and distribute equity to meet a firm's strategic objectives? John Furey of Advisor Growth Strategies joins Catherine Williams, Dimensional's Head of Practice Management, to discuss current trends in compensation and equity planning.

...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

22 ratings


More shows like Managing Your Practice

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

282 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

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

The Rational Reminder Podcast

475 Listeners

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

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

The Long View by Morningstar

The Long View

921 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

243 Listeners

Excess Returns by Excess Returns

Excess Returns

87 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

48 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

994 Listeners