Scaling financial planning firms: Ownership, accountability and continuous refinement

For many financial planning firms, scaling their business isn't just about adding more clients or growing revenues. It's about creating a sustainable business model that expands reach and continues to improve client outcomes without overburdening people or systems. We discussed this aspiration at our recent adviser roundtable on "scaling smarter". As the profession evolves, technology and artificial intelligence (AI) offer immense potential to streamline operations, help advisers deepen client relationships, and drive improved profitability. But the firms that succeed won't be thos...