Women Shaping Wealth: Practice Management, Tech Trends, and Changing Industry Norms with Catherine Williams

Welcome back to Women Behind the Millions, where we shine a spotlight on the visionary women shaping wealth and legacy in the financial world. In this special bonus episode, host Jessica Weaver sits down with the trailblazing Catherine Williams, Head of Practice Management at Dimensional, whose global expertise has revolutionized how top-performing financial firms operate.

Together, they dive deep into what separates leading firms from the average—think faster client onboarding, intentional use of technology, and data-driven benchmarking. Catherine shares invaluable insights drawn from years of research and real-world experience, including how AI is transforming client relationships, why smaller firms are thriving, and the evolving role of women in finance.

Whether you're a seasoned advisor, an aspiring money queen, or simply interested in building your own legacy, this episode is packed with practical strategies, inspiring stories, and actionable takeaways. Get ready to uncover the secrets behind sustainable growth, the power of collaboration, and how women everywhere are leaving a lasting impact on the world of wealth.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.thewealthboutique.com/women-behind-the-millions

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