Preparing Your Practice for 2026

Live Webinar

December 2, 2025 | 2 PM ET

1 hour long

This webinar is approved for CE credits by the Investments & Wealth Institute for CIMA®, CPWA®, and RMA® certifications, and is pending credits by the Certified Financial Planner Board of Standards for the CFP® designation.

Sean Allocca

Executive Editor, The Daily Upside

Bryce Skaff

Co-Head of the Global Client Group (GCG), Dimensional

Mark Colaço

Regional Director and Vice President, Dimensional’s Global Client Group

Courtney Scott

Regional Director, Manager, and Vice President, Dimensional’s Global Client Group

In today’s marketplace, nearly every advisor claims to be “fiduciary,” “independent,” and “fee-only.” What were once powerful differentiators have become table stakes — leaving clients struggling to tell one firm from another. To stand out and justify the fees they charge, advisors must move beyond the basics and deliver truly differentiated value through their advice, client experience, and specialized expertise.

Join Dimensional’s Co-Head of the Global Client Group, Bryce Skaff, with Courtney Scott and Mark Colaço, in partnership with Advisor Upside, for a data-driven discussion on how advisors are building larger, stronger advisory practices in 2026.

In this session, you’ll learn how to:

• Understand how advisors are differentiating their service models and marketing in a competitive environment.
• Discover how high performing firms provide value to clients through their investment choices, human capital, and technology.
• Explore how advisors are setting up their firms for long-term success through both internal succession and M&A.