Practice Management Year-End Wrap-Up
About this episode
A year-end roundtable discussing key practice management themes and insights from 2025.
Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors this year and closes with a forward-looking conversation on what to prioritize heading into 2026.
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