The Efficient Advisor: Tactical Business Advice for Financial Planners

325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice

6 snips

Nov 25, 2025

Todd Pisarczyk, a seasoned financial advisor and CEO of Momentous Wealth Management, shares his transformative journey from advisor to CEO. He discusses the crucial need for systemization in growing practices and how documenting processes revolutionized his team's efficiency. Todd reveals insights on enhancing client experiences with structured reviews and personalized touches. His experiences with group coaching provided unexpected clarity, helping him confidently pursue his firm's long-term vision while reigniting his passion for the business.

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ANECDOTE

Solo Start To CEO Realization

Todd started Momentous as a solo advisor and slowly added team members until it felt like a "real business."
He realized he needed to move into a CEO role to make the firm repeatable and passable to the next generation.

ADVICE

Document Processes And Embed In CRM

Document every process so your team can repeat founder-level work without asking questions.
Build those documented processes into your CRM to create consistent, scalable execution.

ADVICE

Standardize Onboarding And Reviews

Create a structured onboarding document and publish it for prospective clients to set expectations.
Turn reviews into planned strategy sessions with themes and checklists to keep clients engaged and attending.

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In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration.

In this episode you’ll learn:

• Why even successful advisors hit a wall when their practice starts feeling like a “real business”
• How documenting processes changed the game for Todd’s team of eight and created repeatability for the next generation
• The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews
• How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm
• Why group coaching amplified his growth far beyond what he expected

Todd’s story is an amazing reminder that growth doesn’t require being a “hot mess.” Sometimes the biggest leaps come from refining what’s already working, creating structure around what’s been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what’s possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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