Podcast artwork thumbnail for Managing Your Practice

Managing Your Practice

Stephen de Man

Booking Overview

An interview-focused show about financial-advisor practice management, covering growth, efficiency, client experience, leadership, and wealth management through conversations with founders, authors, and specialized industry experts. PR agencies could credibly pitch financial-advisor consultants, wealth-management practitioners, leadership authors, compliance or marketing specialists, and experts in artificial intelligence for financial services; booking difficulty is medium.

Metrics

Episodes: 70

Frequency: Monthly

Rating: 4.8/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

Contact Information

Publicly listed emails

rhanson992@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Stephen de Man - Host of Managing Your Practice at Dimensional Fund Advisors, leading discussions on practice management and the business challenges facing financial professionals.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Financial-advisor practice experts, wealth-management specialists, founders and CEOs, published authors, and senior professionals with expertise in leadership, marketing, compliance, or family wealth.
Required Achievements:  
Founded or led a relevant financial-services or advisory firm, Published a book on leadership, family business, or wealth management, Held a senior fellowship or recognized expert role, Built specialized expertise serving affluent families or financial professionals

Recent Guest Discussions

Brian Thorp - Advisor Testimonials And Reviews, Artificial Intelligence And Search Behavior, The SEC Marketing Rule, And Building Credibility Within A Niche

Jack Swift - Human Leadership, Artificial Intelligence, Trust, Organizational Agility, Decision-making, And Leadership Development

Jeff Coyle - Wealth Management For Highly Affluent Families, Advising Ultra-rich Clients, Family Involvement, Business Ownership, And Generational Wealth

Dave Specht - Wealth Management For Affluent Families, Family Business, Generational Transitions, Values-driven Advising, And Wealth-building

Recent Topics

Practice Management, Financial Advisors, Wealth Management, Client Experience, Leadership

Episodes

Here's the recent few episodes on
Managing Your Practice
:

Using Data and Stories to Build a More Intentional Practice

September 25, 2026

What does it look like when an evidence-based approach shapes every aspect of an advisory firm? In this episode of Managing your Practice, Dimensional host Stephen de Man sits down with Dr. Nikolaus Braun, founder and managing partner of Neunundvierzig, in Germany. They discuss how the Munich-based firm was built on a strong conviction about whom their firm was for (and whom it wasn't) and a commitment to data-driven decisions. From evaluating prospects to optimizing client communication to m...

The Human Side of Mergers and Acquisitions

August 21, 2026

The success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders, staff, and clients alike. In this episode, host Stephen de Man welcomes Amy DeTolla, founder and CEO of Aureus Advantage, and Josh Bartholomew, head of business development at Bluespring Wealth Partners, to discuss best practices for M&A, such as defining success before evaluating partners, preserving organizational c...

Building Trust Beyond Referrals: Testimonials and AI Search

July 24, 2026

In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they ever schedule a meeting. On this episode of Managing your Practice, host Stephen de Man is joined by Brian Thorp, founder, CEO, and editor in chief of Wealthtender, to explore how you can show up as a trusted option wherever prospects are searching for information, including w...

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Managing Your Practice
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Frequently asked questions

Here's some frequently asked questions for
Managing Your Practice
:

How do I get in touch with Managing Your Practice?

Managing Your Practice is hosted by Stephen de Man. Its publicly listed email is rhanson992@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Managing Your Practice?

The publicly listed email for Managing Your Practice: rhanson992@gmail.com.

How many listeners does Managing Your Practice have?

Podseeker estimates Managing Your Practice reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Managing Your Practice?

Managing Your Practice typically books industry leaders. Typical guest background: Financial-advisor practice experts, wealth-management specialists, founders and CEOs, published authors, and senior professionals with expertise in leadership, marketing, compliance, or family wealth. Common among recent guests: Founded or led a relevant financial-services or advisory firm; Published a book on leadership, family business, or wealth management; Held a senior fellowship or recognized expert role. Recent guests include Brian Thorp, Jack Swift, and Jeff Coyle.

How hard is it to get booked on Managing Your Practice?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Managing Your Practice cover?

Recent episodes cover Practice Management, Financial Advisors, Wealth Management, Client Experience, and Leadership. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

rhanson992@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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