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Focused on the Future: Bryce Skaff on Driving Growth and Success in Wealth ManagementFocused on the Future: Bryce Skaff on Driving Growth and Success in Wealth Management

Dimensional Fund Advisors’ Bryce Skaff shares his perspective on the evolving needs of today’s clients and the strategies advisors must embrace to thrive in a changing landscape.

Suzanne Siracuse, CEO

October 30, 2024

In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wealth management.

Bryce offers an inside look at DFA’s investment philosophy, deeply rooted in academic research, and how the firm’s growth aligns with the rise of independent advisors. Drawing from DFA’s extensive investor studies and advisor benchmarking research, Bryce shares his perspective on the evolving needs of today’s clients and the strategies advisors must embrace to thrive in a changing landscape. He delves into what separates top-performing firms from the rest, emphasizing keys to growth, scaling effectively, and meeting the demands of the future.

Bryce and Suzanne also debate the future of smaller advisory firms, discussing whether solo advisors can still compete with larger firms expanding through mergers and acquisitions—or if the solo model is truly becoming a thing of the past.

 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.

 

Listen to the Focused on the Future Podcast

About the Author

Suzanne Siracuse

CEO, Suzanne Siracuse Consulting Services

https://www.suzannesiracuse.com/

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next gen talent.

Ms Siracuse is also the Creator and Host of The Big Reveal Podcast Series and the Creator and Host of The Focused on the Future Podcast Series.

Ms Siracuse is a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the non-profit, Savvy Ladies, is an Independent Board member for ASYMmetric ETF’s, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion, is an Advisory Board member of Diversitas and is an advisory board member of the American College’s Center for Women.

In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry and in November 2022 was honored as a Think Advisor Luminary for her contributions on Diversity Equity and Inclusion in the wealth management industry.

Prior to starting her own firm, Ms Siracuse was the CEO and Publisher of InvestmentNews.