The Two Metrics That Determine Scale: Finances and People

Most financial planning businesses want to grow and fewer manage to scale.

The difference is rarely found in a new product, a new system, or a new strategy deck. More often, sustainable scale comes down to two things that every business owner can measure, and very few pay enough attention to:

Finances and People.

In this one-hour FI Consult webinar, we will explore the two metrics that most reliably determine whether an advisory business is building real momentum, or simply staying busy.

The cost of getting this wrong is significant. It shows up in stalled growth, inconsistent performance, high staff turnover, pressure on leadership, and businesses that remain dependent on a handful of individuals rather than operating with strength and structure.

This session is designed for independent financial planning business owners and leadership teams, although advisors are also welcome to attend.