Creating Long-Term Value in Your Business Through Human Capital

Managing Your Practice

EpisodeFeb 16, 202142m

Creating Long-Term Value in Your Business Through Human Capital

Managing Your Practice

EpisodeFeb 16, 202142m

Managing the culture and shared values of your organization is a key element of driving employee development and ultimately the long-term value of your business. In a virtual environment, goals-based management can help you deepen engagement with your teams and prioritize the values that create results. Catherine Williams, Dimensional's Head of Practice Management, is joined by J.D. Bruce of Abacus Wealth and Stacey McKinnon of Morton Capital to discuss how they successfully manage human capital at their firms.

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide...

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