Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez

Episode 162: This week, Kyle Van Pelt talks with Brian Fernandez, President at Krilogy. Brian brings more than 20 years of experience working with complex family office needs and continues to serve clients as an advisor. As the firm’s integrator, he pairs that client perspective with a focus on operational excellence, helping translate its founder’s vision into execution.

Kyle and Brian explore how investing ahead of demand prepares an advisory firm for its next stage of growth. Brian explains how Krilogy uses EOS to create accountability, develops future partners through internal training, and reinforces culture as its team expands. They also discuss the ongoing responsibilities of building software, the importance of mastering tools before adding more, and the staffing demands behind family office services. Throughout the conversation, Brian considers how firms can expand their capabilities while remaining attentive to the people they serve.

In this episode:

(00:00) - Intro

(01:16) - Brian's money moment

(03:15) - Investing ahead of growth 

(04:59) - Building a culture of organic growth 

(08:05) - What makes a great integrator 

(13:18) - The meaning behind Krilogy's name and its core purpose

(16:27) - Developing the next generation of advisors

(19:28) - How Krilogy preserves its culture despite rapid growth

(21:08) - Building a platform for entrepreneurial advisors