He’s met with 1000s of advisers - here’s what sets the best apart

What separates advice practices that scale well from those that get stuck?

After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle says the difference often comes down to one thing: the operating model.

In this episode you will learn:

How leaders can create greater adviser capacityWays to improve operational efficiency, and deliver better client outcomesWhere businesses should look when workflows start slowing them down

Chapters:

00:00 What Sets Top Practices Apart

02:56 Building Adviser Capacity

06:31 Fixing Operational Bottlenecks

09:08 Scaling Advice Practices

14:10 The Managed Accounts Shift

18:35 Making Managed Accounts Work

23:03 AI and the Future Adviser