From Advisor to Owner to Investor: How Firms Really Scale

I recently had the pleasure of joining Dave Zoller on his YouTube channel, Streamline My Practice, to discuss something I've been thinking deeply about lately: the difference between owning a business and being owned by your business. If you're a financial advisor wondering whether you've built a thriving enterprise or just created a demanding job for yourself, this conversation is for you.

Dave and I discuss:

• The Four Levels of Advisory Business Evolution
• The Identity Shift That Changes Everything
• The Power of a Compelling Three-to-Five-Year Vision
• Two Real-World Examples of Extreme Freedom
• The Get-Keep Framework
• Technology, AI, and Practical Action Steps for Advisors