Show Highlights Include:  

-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  

-Why choosing a new firm should solve for tomorrow, not just today’s pain point.  

-Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  

-Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  

-Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  

-Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you’re fishing in.  

Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don’t have to move twice.