Training Portal

Welcome to your
Scale Series training

Two focused modules to take you from founder-dependent practice to a multi-advisor, leadership-driven enterprise.

4
Stage 4
Multiply: Adding Advisor Capacity
Recruiting advisors, standardizing sales, firm-brand marketing, and enterprise tech evaluation.
5
Stage 5
Optimize: Removing the Founder Bottleneck
Leadership team development, business development director, financial dashboards, and M&A readiness.

Your Modules

Scale Series lessons

Stage 4 training
Stage 4

Multiplying Advisor Capacity

How to recruit, develop, and retain advisors — transitioning from solo practice to multi-advisor firm.

✓ Advisor value proposition design ✓ Standardized sales process across advisors ✓ Firm-brand vs. founder-brand marketing ✓ Enterprise-grade tech stack evaluation ✓ Departmental structure & middle management
Start Module →
Stage 5 training
Stage 5

Removing the Founder Bottleneck

Building a true leadership team, optimizing for profitability, and preparing for the next phase of growth.

✓ Leadership team development ✓ Director of Business Development hire ✓ Marketing analytics & attribution ✓ Fractional CFO & financial dashboards ✓ M&A readiness preparation
Start Module →

Free Download

Scale Series
Playbook

Download the Scale Series framework — constraint maps, graduation criteria, and tactical checklists for Stages 4–5.

Download PDF →
Scale Series Playbook
Jeremy Straub
“

The difference between a $3M practice and a $10M firm is one thing: the founder learns to build leaders instead of doing the work themselves. You can't scale what depends on you.

Jeremy Straub · Managing Partner, Coastal Wealth

Your Journey

Training progression

Review Previous

Launch

Stages 0–1 · Get licensed, build your first book.

$0–$250K revenue
Review Previous

Build

Stages 2–3 · Document systems, hire, delegate.

$250K–$1.5M revenue
Current
Now Training

Scale

Stages 4–5 · Multi-advisor firm, leadership team.

$1.5M–$7M revenue
Unlocks Next

Exit

Stages 6–7 · Acquisition engine, exit planning.

$7M–$15M+ revenue

Need Guidance?

Book a strategy call

Talk with the Coastal Wealth team about multiplying advisor capacity and building your leadership team. We've done it — let us show you how.

Schedule Your Call →