Best Dimensional Fund Advisors Podcasts (2025)

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AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors 44:57

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10d ago44:57

44:57

AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube…

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Jill Schlesinger on the Power of the Pivot 1:06:24

6d ago1:06:24

1:06:24

What does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with CBS News business analyst and best-selling author Jill Schlesinger to explore the mindset and mechanics behind meaningful transitions. From her own pivot from advisor to national …

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Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape 33:18

8d ago33:18

33:18

Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowledge offerings from positioning for key geopolitical themes to emerging trends in ETF product development such as return stacking …

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The New Individual-Business Fit: How Alignment Drives Success and Satisfaction (Personal Brand, Career) 10:28

20d ago10:28

10:28

Achieving alignment between personal strengths and business roles leads to effortless and natural success. I emphasize the importance of finding roles or building businesses that complement your natural gifts and values. Human Design and Enneagram can aid in self-discovery. Plus, challenges of generative AI technology. Finally, hear what you can ge…

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Buy, Sell, Plan: The Business of Advisor Succession 53:18

1M ago53:18

53:18

What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of internal succession. Covering financing options, common roadblocks, and generational dynamics, this episode offers actionable insights f…

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2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations 28:51

1M ago28:51

28:51

This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever. Subscribe & Connect with Us! Kent Kramer Ashlee Vieregger Financial Perspectives Fos…

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The Six Aspects of Personal Brand, Why You Need One, + LinkedIn Headshot Tips 16:12

2M ago16:12

16:12

Keyword: Opportunities. I discuss the importance of personal branding, starting with its six components. I emphasize why having a personal brand is crucial even for those in stable jobs or non-entrepreneurial roles. Build trust, create opportunities, and stay top-of-mind. Nuances of maintaining personal brand visuals e.g. headshots. Chapters Part 1…

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June Roundup: Bangers Only with Tom Lydon, 2 Time-Saving Apps, and Speaking Volume Tip 13:45

2M ago13:45

13:45

Personal Branding, Speaking Tips, and UX Insights. Medley / round-up of latest tips, guest episode, and apps I like. Chapters: (0:35) 1. Tip: Podcast speaking volume (1:28) 2. Bangers Only with Tom Lydon (3:00) Case study- UnPodcast - Beetle Moment: LinkedIn videos 10.8k views (4:00) Why build an audience (5:15) "Money is good" speech - Atlas Shrug…

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The Neuroscience of Workplace Culture: What Every Leader Should Know 1:00:38

2M ago1:00:38

1:00:38

Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience behind leadership, emotional intelligence, and the human capacity to thrive amid stress and change. Catherine and Mark discuss how understanding the brain’s survival wiring—and…

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5 Market Downturns and the Surprising Lessons We Learned 9:21

2M ago9:21

9:21

This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility. Subscribe & Connect with Us! Kent Kramer Financial P…

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Millennials Making Over $200k Still Broke: Financial Advisor Messaging Tips (Modern Wealth) 9:17

3M ago9:17

9:17

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube. Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality …

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Social Isolation Trends and Non-AI Marketing in the Age of AI 14:12

3M ago14:12

14:12

Navigating AI, Social Isolation, and Human Connection in Modern Marketing A pattern recognition of social trends around human relationships and connection (e.g. neighbors, lack of dating): how this will play out in the AI-driven business landscape. Consider what "community" could actually mean for your business. Chapters: (1:11) Trends: 18-24 year-…

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How Much Income Do I Need in Retirement? 22:14

3M ago22:14

22:14

How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement. Subscribe & Connect with Us! Kent Kramer Marcus Iwig Financial Perspectives Foster Group Facebook LinkedIn X YouTube…

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Transform the Experience, Transform Your Business 59:48

3M ago59:48

59:48

Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the “experience economy.” Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client re…

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How Chewy Creates Lifelong Customers for $30: Compassionate Marketing + Network Effect 5:58

4M ago5:58

5:58

Chewy's $30 Marketing Tactic: Building Lifelong Customer Loyalty. Watch on YouTube Chewy is internet-famous for their compassionate approach during the death of a pet. They offer full refunds on pet food and send flowers and a condolence card when a pet passes away (est. $30 investment once per customer). Tangible, heartfelt actions that are timely…

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"Am I Ok" Income Planning & Portfolio Preparedness 13:56

5M ago13:56

13:56

Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan. Subscribe & Connect with Us! Kent Kramer Financial Perspectives…

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Sales Success Starts with Relationships, Not Deals 38:48

5M ago38:48

38:48

Casey Jacox, sales leader and author of Win the Relationship, Not the Deal, turned his experience in sales and leadership into a career of coaching and mentoring professionals on building authentic relationships. He shares his expertise in building confidence, communication, and business development, offering strategies for advisors to strengthen c…

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Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

5M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

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Tariffs, Turmoil, and Market Decline 12:41

5M ago12:41

12:41

What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil. Subscribe & Connect with Us! Kent Kramer Finan…

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How to Build an Audience When You Have Low Social Followers (Algorithm Advantage) 12:51

5M ago12:51

12:51

5 Tips to Build an Audience When You Have Low Social Followers (the Algorithm Advantage) Watch on YouTube Discover why follower counts no longer matter and learn five social media strategies specifically designed for efficient, organic content marketing. Maximize your lead generation efforts by understanding how to test content structures, transfor…

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Mission-Driven Leadership: Creating a Transformational Client Experience 49:14

5M ago49:14

49:14

Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integr…

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The Troubles with Tariffs 12:28

5M ago12:28

12:28

How do tariffs impact your investment portfolio? This month, Kent Kramer discusses the latest tariff policies, market volatility, and why diversification is key to managing uncertainty. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTubeBy Foster Group

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Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors 25:06

6M ago25:06

25:06

In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the pre…

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The Future of Your Firm: Building the Next Generation of Leaders 48:15

6M ago48:15

48:15

How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jessi Howe of Silver Oak Advisory Group and Yusuf Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing…

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What Moves the Market? A Conversation with Vanguard 29:54

6M ago29:54

29:54

Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors…

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Why OpenAI's $14 Million Super Bowl Ad Was Human-Created 11:32

7M ago11:32

11:32

Human Creativity in AI-Powered Marketing: Insights from OpenAI’s Super Bowl Ad Watch this episode at youtube.com/emilybinder Discover why OpenAI, the top generative AI platform, chose a human-created ad for their $14 million Super Bowl LIX spot which aired February 9, 2025. I discuss the balance between AI assistance and human intuition in marketin…

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How to Give a Great Speech: Voice and Body Language Tips (Exec Coaching Session) 12:56

7M ago12:56

12:56

Tips from my coaching session with a financial institution President to prepare for his upcoming speech to 800 people. Body language, tone and pitch are 93% of communication. You don't have to have the perfect words. But if you're hunched, throat's tight and your voice sounds thin, people can't even hear the words you say. Stage Presence and Vocal …

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Health Meets Wealth: The Power of Transformational Financial Advice 45:01

7M ago45:01

45:01

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clien…

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My YouTube Video Got Demonetized. Don't Build Your Castle on Rented Land - Part 2 of 2 11:22

7M ago11:22

11:22

Navigating Trademark Disputes and Content Creation Challenges. When is it worth your time to go after someone who uses your trademark in a grey area or fair use manner that is not referencing your brand? At the end of the day, just be a human being when you do business. If you have an issue with someone's content, try having a simple conversation b…

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TikTok Ban Marketing Lessons. Don't Build Your Castle on Rented Land - Part 1 of 2 9:22

7M ago9:22

9:22

TikTok stat: 92% of TikTok users take some type of action after watching a video and 37% of purchase something they discovered through the app. Reread that. You won't find numbers that high on any other platform. I unpack the January 2025 TikTok ban and its implications for businesses, highlighting the importance of not relying solely on one platfo…

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What if Inflation Isn't Quite Done? 15:46

8M ago15:46

15:46

This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement. Subscribe & Connect with Us! Kent Kramer Caleb Brown Financial Perspectives Foster Group Facebook LinkedIn X YouTube…

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2024 Wrapped: Practice Management Trends That Shaped the Year 1:19:43

8M ago1:19:43

1:19:43

Join Dimensional’s Practice Management team as they recap the top trends that shaped advisory firms in 2024 and share insights to help you succeed in the year ahead. From strategic planning and business scaling to managing talent and enhancing the client experience, this year-end podcast highlights key takeaways, actionable strategies, and emerging…

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ROI of Transparent Pricing + Marketing (Financial Advisors and AUM) 15:35

9M ago15:35

15:35

68% of consumers feel more engaged with businesses that show honest pricing upfront. Transparent pricing (especially when prices are perceived as high) can boost long-term success because business is all relationships and trust. This applies to every industry but especially financial advisors/RIAs. Plus: the powerful combination of transparent pric…

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The Intersection of Finance & Life Well-Being: A Conversation with Best-Selling Author, Professor Meir Statman 1:00:29

9M ago1:00:29

1:00:29

This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financi…

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Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock 33:57

9M ago33:57

33:57

In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the …

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Profitable for 4 Years: Three Founder Tips for Early Stage Startup Success 7:23

9M ago7:23

7:23

4.5 years in, my voice AI marketing startup has been continually profitable since Month 1. Here are three essential early stage startup tips for founders. These tips are simple and may seem obvious but they are so easy to forget when you're busy building a business. WealthVoice is a bootstrapped SaaS I founded March 2020. If you want to go deeper, …

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Transform Your Holidays: Giving Stories & Family Activities 14:56

9M ago14:56

14:56

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building la…

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Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm 43:21

9M ago43:21

43:21

In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal “why” into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management, and Oeth, a wealth manager and principal for Cahill …

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Prevent Embarrassing Podcast Guest Outreach Emails: Tips and AI Prompt 9:46

9M ago9:46

9:46

Hear how to avoid a big mistake for your personal brand: spray and pray podcast booking services and VAs sending hundreds of poorly targeted messages with your name on them. Solution: I share strategic tips about protecting your personal brand so you only target the right podcast hosts. Use my (free) AI prompt to identify and email hosts of relevan…

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Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant 20:00

9M ago20:00

20:00

In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative approach. We discuss the current environment where U.S. large caps have handily outperformed small caps over the last decade and why the environment is shaping up to favor small caps over large caps.…

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"The Little Sins We Commit at Work" and $12,000 Coffee Story 17:43

10M ago17:43

17:43

Employee Monitoring and Trust: Management Tips, Marketing Takeaways I examine the increasing trend of companies cracking down on minor employee infractions and the implications of such strict policies. Thoughts on the 10/30/2024 WSJ article about Payhawk. I highlight stories from companies like Meta, Ernst & Young, and Target, explaining the negati…

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Two Ideas for Year-End Tax Savings 24:01

10M ago24:01

24:01

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to…

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Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS 22:16

10M ago22:16

22:16

In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss th…

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Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most 41:10

10M ago41:10

41:10

Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match those personas. The councils provide a dedicated ven…

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Going Out of Style? 'Verb-Your-Noun' Taglines. What You Can Learn from Famous Slogans 16:32

10M ago16:32

16:32

What is the difference between a tagline and a slogan? What are some of the best slogans of all time? I analyze the trend in taglines called "verb-your-noun" that I think is on its way out. You've seen it, like "Find your tribe" or "Maximize your space" or "Fund your dream." These are imperatives (commands) to a customer. You might be using this ta…

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What Are You Waiting For? 8:48

11M ago8:48

8:48

This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times. Subscribe & Connect with Us! Kent K…

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Are MBAs Still Relevant? An Entrepreneur's Advice. (Unfiltered Voice Memo) 8:02

11M ago8:02

8:02

Business education is a business. "And the biggest thing I don't do well with, and never did well with, was knowing that no matter how hard I worked, there would always be a cap to my success. And when I say success, I really mean the take-home, the revenue. Why are we there? This is not altruism. What do you get out of a job? You get money. Don Dr…

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Mentally Drained After Calls? My Voice + AI Note-Taking Tip (Google Gemini) 9:30

11M ago9:30

9:30

62% of the workday is lost to mundane tasks like email, chat, and note-taking, according to Asana's 'Anatomy of Work' 2023. I offer a valuable tip using Google Gemini for easier note-taking. I highlight Gemini's advantages over ChatGPT. Hear listener comments on "A Guy Named Money" about YOUR license plate frame game. Topics: (0:00) The cost of mun…

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Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa 14:03

11M ago14:03

14:03

This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best ra…

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A Guy Named "Money" 13:28

12M ago13:28

13:28

The Importance of Personal Branding and Attention to Detail: In this episode, I will tell you about what I call a "discerning guy." Now, this term started out to describe drivers who take the dealership's ad off their bumper (watch part 1: the license plate / parking lot video). But now I use it for everyone regardless of gender and it's just a cat…