About This Lesson
Stage 4: Multiply
You’ve built a team-run practice. Now it’s time to multiply — adding advisor capacity so the firm can grow beyond your personal client load. Jeremy shows you how to recruit, develop, and retain advisors while transitioning to the CEO role.
What’s Covered
Standardizing client deliverables across all advisors and establishing an investment committee
Transitioning marketing from founder-brand to firm-brand with multi-channel attribution tracking
Standardizing the sales process across all advisors with coaching and pipeline reviews
Implementing client experience audits and building a centralized service team
Evaluating enterprise-grade platforms — Orion, Black Diamond, Tamarac — and automating reporting
Developing an advisor value proposition and structured advisor development program
Hiring an Operations Manager and implementing departmental structure
Building advisor-level P&L tracking and firm-wide budget with departmental allocations
Scale Series PDF Guide — Stages 4 & 5
Constraint tables, action plans, graduation criteria, book recommendations, and AI prompts built for your stage
Completing both Scale lessons unlocks the Exit Series
