A flagship podcast that sits alongside Managing Your Practice. Where that show helps advisors run better businesses, this one is the relationship engine, where every guest seat is a reason to be in the room with the advisors, allocators, and families who move the firm forward.
Dimensional built its name translating academic research into real portfolios, and going beyond indexing since 1981. That approach is no longer yours alone. As the systematic, evidence-based model shows up in more places, the firm that wins is the one with the deepest relationships and the most trusted voice. That is what media compounds, and it is exactly what a flagship show is built to do.
The systematic, factor-based approach Dimensional pioneered now has well-funded competitors, including Avantis, founded by former Dimensional researchers, which has been gathering assets quickly as the firm itself expands into European ETFs. When the strategy is available in more places, the differentiator shifts to relationship depth and trust. A show is how you scale both, while the category is still being defined.
This does not replace anything Dimensional already does well. Managing Your Practice stays exactly where it is, helping advisors run sharper businesses. The flagship sits beside it as the higher-production, relationship-driven companion, aimed up and out at the people Dimensional most wants to know.
The two shows point in different directions on purpose. One helps your advisors. The other helps you reach them, and the families they serve.
This is where the show earns its keep. Every guest is a current or prospective relationship, so the invitation itself is a business development moment. The conversation becomes the customer story. The episode becomes the social proof. The show runs as two tiers, the core that drives the business today and the elevated tier that opens tomorrow's.
Founders and principals of growing RIAs. Advisors who have built standout practices and can speak with authority. Leaders shaping where the advice profession is headed and the next generation of talent behind it. Each booking deepens a relationship that matters, and gives the wider community a reason to keep listening.
Principals and investment leaders at single and multi-family offices. Institutional allocators thinking in decades, not quarters. Founders and stewards of significant wealth navigating purpose, legacy, and the transfer of it. Conversations that put Dimensional alongside the audience it is building toward, well before a formal relationship begins.
Think of the booking calendar as a target list. The guests you most want as clients are the guests you invite. The recording is the warm, credible reason to be in the room, the published episode keeps working long after, and your team walks away with a relationship that started as a conversation rather than a pitch.
A flagship show like this is fully managed and produced from end to end. The format, guest outreach, recording, distribution, and repurposing are all handled, so it builds relationships and authority without adding to the internal team's load.
A clear path from the idea on this page to the first episodes in the feed, shaped around the relationships that matter most.