Best Dimensional Fund Advisors Podcasts (2025)

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Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) 45:21

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14d ago45:21

45:21

Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront. Her lens on the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through trans…

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Brian Douglas, CEO – Graham Capital (EP.61) 45:25

43m ago45:25

45:25

Brian Douglas is the CEO of Graham Capital, one of the longest running macro investors. Going from CFO to the CEO seat is not a common route in our business so I was excited to talk to Brian. Brian’s career path started public accounting and he has spent the last 20 years at Graham moving from the CFO role to becoming CEO in 2019. Brian discusses h…

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Dave Alison and Ian Karnell on AI as the Next Thought Partner in Finance 56:37

7d ago56:37

56:37

How will artificial intelligence (AI) transform an advisor’s business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the o…

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OBBBA Explained: What the 2025 Tax Bill Might Mean for You 16:44

22d ago16:44

16:44

The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact. Subscribe & Co…

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3 Irresistible Video Ideas for Financial Advisors: How to Get Quality Views 8:45

26d ago8:45

8:45

These topics get views because of human nature. Unlock the power of authentic video marketing with three engaging personal finance attract quality views. Move beyond generic advice and create content that builds audience and trust. This episode provides actionable strategies, critical nuances, and proven tips to elevate your brand and attract prosp…

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Ryan Ripp, COO – Flat Rock Global (EP.59) 40:14

28d ago40:14

40:14

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so …

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Ryan Teal, Head of ODD – Albourne (EP.58) 50:05

1M ago50:05

50:05

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm. Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen. Ryan shares their approach on using AI as well as some recent sur…

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

2M 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

2M 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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AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors 44:57

2M 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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Ashley Sweren, COO/CCO – Standard Crypto (EP.57) 37:35

2M ago37:35

37:35

Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi. With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyond the fundamentals, things get interesting with diligence, operations and finding best in class serv…

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

2M 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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David Brenner, COO – TIFF (EP.56) 43:35

2M ago43:35

43:35

David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to tak…

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

3M 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

3M 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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Heather Kennedy Miner, COO – Advent International (EP.55) 55:47

3M ago55:47

55:47

Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well…

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

3M 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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Kent Collier, CEO – Octus (EP.54) 42:37

4M ago42:37

42:37

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expande…

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

4M 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

4M 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

4M 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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Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53) 42:53

4M ago42:53

42:53

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexi…

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

4M 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

4M 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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Letti de Little, CCO – Grain Management (EP.52) 45:01

4M ago45:01

45:01

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…

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

5M 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

5M 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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John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51) 40:47

5M ago40:47

40:47

John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture…

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Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50) 43:47

5M ago43:47

43:47

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 1988. In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas. This conversation is a case study on having one strategy and one offi…

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

6M 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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Scott Farden, COO – Nonantum Capital (EP.49) 48:05

6M ago48:05

48:05

Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience. We …

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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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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Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48) 46:53

7M ago46:53

46:53

We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly? So I turned to Kathleen to get her insights on bringing AI in house. We cover a range of topics like how to develop an AI policy, how do we identify and assess the growing list of AI service providers. Once selected,…

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The Troubles with Tariffs 12:28

7M 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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Rob McGrail, GC and CCO – DUMAC (EP.47) 32:12

7M ago32:12

32:12

Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University As one of the world’s leading endowment managers, Rob shares his career evolution from being the first lawyer at DUMAC, how to create strong team dynamics when closing deals and how the operational investment process has evolved over time. We cover best pra…

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

7M 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

8M 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

8M 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

8M 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

8M 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

8M 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

8M 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

8M 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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Emi Larson, COO – UCLA Investment Company (EP.46) 43:48

9M ago43:48

43:48

Emi Larson is the COO of UCLA‘s endowment. Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits …

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

9M 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…