Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

48:15
 
Share
 

Manage episode 467848911 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 ownership with firm growth. Whether you’re a founder preparing to step back or an advisor looking to step up, this discussion offers valuable insights to help you navigate the path forward. Tune in for expert advice on securing your firm’s future!

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 467848911 series 3324283
Content provided by Dimensional Fund Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dimensional Fund Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 ownership with firm growth. Whether you’re a founder preparing to step back or an advisor looking to step up, this discussion offers valuable insights to help you navigate the path forward. Tune in for expert advice on securing your firm’s future!

  continue reading

52 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play