Key Highlights from the Episode:

0:00 – Introduction & Topic Overview

1:15 – The Three Core Constraints Advisors Face

3:40 – Capacity Challenges & Team Leverage

6:10 – Revenue vs AUM: Rethinking Profitability

10:45 – Pricing Psychology & Raising the Floor

15:45 – Deliverables, Value, and Client Experience

20:00 – AI and Technology for Advisor Efficiency

23:00 – Quality Growth Over Quantity

29:20 – The ‘Who Not How’ Mindset & Scaling Leadership

37:00 – Raising Minimums & Continuous Improvement

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
eXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coach

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners