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Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The Growth Trap

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Manage episode 480928089 series 3582122
Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a call to action for firms to grow with intention, aligning their growth strategies with their core values and infrastructure.

Key Takeaways

  1. Growth without structure leads to chaos.
  2. Technology should support, not dictate strategy.
  3. Successful firms will grow with intention and clarity.
  4. Evaluate if growth is by design or default.
  5. Infrastructure must be ready for growth stages.
  6. Focus on building a business, not just expanding a practice.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 480928089 series 3582122
Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a call to action for firms to grow with intention, aligning their growth strategies with their core values and infrastructure.

Key Takeaways

  1. Growth without structure leads to chaos.
  2. Technology should support, not dictate strategy.
  3. Successful firms will grow with intention and clarity.
  4. Evaluate if growth is by design or default.
  5. Infrastructure must be ready for growth stages.
  6. Focus on building a business, not just expanding a practice.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

50 episodes

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