The Strategic Role of Boards in Today's Advisory Firms

The Strategic Role of Boards in Today's Advisory Firms

April 10, 2026 · 45 min

About this episode

This episode discusses the strategic role of advisory boards in shaping the future of businesses.

What role should a board of directors play in shaping the future of your business? In this episode, Lindsay Jordan, Senior Manager in Financial Accounting Advisory Services at Ernst & Young LLP, joins host Catherine Williams, Dimensional's Head of Practice Management, to explore how advisory boards can become a powerful catalyst for growth, governance, and strategic alignment. They emphasize that building a board is not a one-size-fits-all decision, covering how to thoughtfully evaluate whether a board makes sense, how to evolve an existing one, and how intentional design and member selection can bring meaningful expertise, perspective, and momentum to an organization.

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