The Science of Scale for Financial Advisors
What is the most expensive input that financial advisors must have to run a successful practice? Perhaps obtaining an education degree or professional certification? Perhaps office space?
While both of examples above are important, I would argue they pale in comparison to another input much more valuable for financial advisors who want to get the most out of their practice: time.
Time is the most precious (and limited) commodity, as well as the great equalizer. One of the biggest challenges for advisors in optimizing their time is how to scale this inherently finite resource. A great book that has been recently sweeping through the team at Blueprint Investment Partners may also be helpful for financial advisors.
The Science of Scale for Financial Advisors
Category: Advisor Practice Management
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If your firm is growing but it feels harder than it should, you’re not imagining things. According to Schwab’s 2025 Benchmarking Study, many advisory firms are operating at or near capacity. But here’s the encouraging part: top firms in our industry — the ones still growing fast — aren’t muscling through. They’re making different choices. They’re saying no to complexity and yes to focus.
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