Using Data and Stories to Build a More Intentional Practice

Dimensional's Managing Your Practice podcast episode features host Stephen de Man speaking with Dr. Nikolaus Braun, founder and managing partner of Munich-based Neunundvierzig. They discuss building an advisory firm around a clear view of whom the firm serves and does not serve, and using data-driven decisions across prospect evaluation, client communication and capacity management. The conversation focuses on how intentional choices can help advisors build a more focused practice.

1. Neunundvierzig was built on a strong conviction about whom the firm was for and whom it was not for.
2. Braun describes a commitment to data-driven decisions across the practice.
3. The discussion covers evaluating prospects, optimizing client communication and managing capacity.
4. Braun frames intentionality as a way to build a more focused practice.