UncommonCents Episode 98: The Rise of the Practice Manager/Head of Advice Delivery
Update: 2025-11-20
Description
In this episode Dean Holmes and Craig Kouimanis dive into the critical role of practice managers in financial planning firms.
Discover why the shift from admin-heavy roles to strategic operational leadership is essential for sustainable growth.
Key topics:
- Why modern firms can’t scale without a strong practice manager
- Core responsibilities: operations, workflow, people & culture, compliance, client experience.
- How practice managers reduce advisor burnout.
- Recruitment challenges & hiring the right fit
If you want to boost productivity and scalability in your firm, this is a must-listen!
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