Speed Bumps to Scale

Your small business’ growth is based on bringing in more clients. That may seem obvious, but many small firms stall by not thinking through their early hires, too often duplicating skills that don’t fuel growth.

On this episode of the Elementality podcast, Chad and Reese look at some of the roadblocks to growing a financial planning firm—paying close attention to creating scale in your offering. Find out why, when they hire, advisors should carefully consider whether to create more capacity, or more volume.