HeyJaredManaging Your Practice
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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 24, 2026
Latest episodes
The Human Side of Mergers and Acquisitions (opens the original)
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The success of a merger or acquisition depends on more than just the details of the transaction. Equally important is how the people involved experience the change—the founders, staff, and clients alike. In this episode, host Stephen de Man welcomes Amy DeTolla, founder and CEO of Aureus Advantage, and Josh Bartholomew, head of business development at Bluespring Wealth Partners, to discuss best practices for M&A, such as defining success before evaluating partners, preserving organizational cult
Building Trust Beyond Referrals: Testimonials and AI Search (opens the original)
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In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they ever schedule a meeting. On this episode of Managing your Practice , host Stephen de Man is joined by Brian Thorp, founder, CEO, and editor in chief of Wealthtender, to explore how you can show up as a trusted option wherever prospects are searching for information, including wit
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