The Better Advisory Firm

Most advisory firms don’t stall for lack of effort. They stall because the way they’re built can no longer carry the firm they’ve become.

The Better Advisory Firm is a weekly series for owners and leaders of independent advisory firms. Each episode takes one idea from When Heroics Fail, Structure Prevails and turns it into something you can act on this week: why growth makes firms harder to run, the real ceiling on every advisor, pricing what you actually do, comp plans that buy the wrong behaviour, and how to build a firm worth more than the person who started it.

New episodes every Tuesday.

When heroics fail, structure prevails.

Hosted by JT Wiederholt. For RIA and independent financial advisor owners: practice management, firm structure, scaling, delegation, compensation and succession.



From Balance Approach, Kitces Preferred in Business Coaching, Leadership and Executive Coaching, M&A and Succession Planning, and Compensation Planning.