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What Do You Want to Be When You Grow Up?
Episode 233
Show Highlights Include:
-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.
-Why choosing a new firm should solve for tomorrow, not just today’s pain point.
-Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.
-Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.
-Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.
-Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you’re fishing in.
Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don’t have to move twice.
Published on 1 month ago