Episodes: 70
Frequency: Monthly
Rating: 4.8/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
Publicly listed emails
rhanson992@gmail.com
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Stephen de Man - Host of Managing Your Practice at Dimensional Fund Advisors, leading discussions on practice management and the business challenges facing financial professionals.
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
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...
The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners
Always On for Financial Advisors Podcast · Medium booking difficulty · 100 - 1,000 listeners
Model FA Podcast · Medium booking difficulty · 100 - 1,000 listeners
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.
The publicly listed email for Managing Your Practice: rhanson992@gmail.com.
Podseeker estimates Managing Your Practice reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
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.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
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
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