The Meb Faber Show - Better Investing cover image

JD Gardner - Bridging the Behavior Gap | #491

The Meb Faber Show - Better Investing

CHAPTER

How to Scale an Advisors Business

We spent the last four years on like some internal technology that we're using with a lot of our OCO. We've built internal systems to where we can kind of like track and we've been doing this. Our whole kind of thesis is if Meb has a hundred million in assets, he's going to have 20 million that can be modeled out immediately. And so we need a system in place that helps. If you build a piece of technology that can scale, I believe it is really hard to take a scalable solution and shrink it down to the needs of an advisor at the count level on a day to day basis.

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