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In this video, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice.
As someone who has coached successful advisors for 31 years, I've seen time and again that when growth stalls, it’s not a matter of working harder—it’s a signal that the current model has run its course.
What You'll Learn:
- How to recognize when your practice has hit a ceiling—and what to do about it
- The "Blank Sheet" exercise to reimagine your ideal business model from scratch
- Why simplification, delegation, and niche focus are your keys to long-term growth
Timestamps:
(04:44) Why working harder stops producing results
(05:36) The 2 things you must tear down to grow
(07:12) The “Blank Sheet” question that changed everything
(08:30) Why do you need to act like your future business already exists
(09:31) How complexity kills scalability
(10:34) Why must you pick a lane to scale
(12:38) The stress of growth—and why it’s a good sign
(14:02) Why change feels wrong (but isn’t)
(14:54) The missing blueprint behind most stalled growth
(19:04 Why your next model should serve you
(22:23) The case for letting big ideas marinate
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