In this episode, veteran industry leader Suzanne Siracuse sits down with Bryce Skaff, co-head of the Global Client Group at Dimensional Fund Advisors, to explore the key ingredients for building a sustainable and impactful advisory business. Bryce shares his inspiring journey, from an aspiring marine biologist to a leader in financial advisory, offering valuable insights into career transitions and personal growth within the wealth management industry.
Bryce shares:
- His unexpected path into wealth management and lessons learned
- Why Dimensional Fund Advisors focuses more on impact than traditional marketing
- Key insights from investor and advisor studies about fostering growth
- How small advisory firms can thrive even in the era of financial giants
Connect With Suzanne Siracuse:
Connect With Bryce Skaff:
About Our Guest:
Bryce Skaff is Co-Head of the Global Client Group (GCG) and serves in a leadership role on several of the firm’s key strategic committees. He helps to shape the vision and oversee the management of the GCG, a global team of professionals committed to delivering an outstanding experience to advisors, intermediaries, and institutional investors around the world.