Building a Boutique at Scale
For advisory firm leaders weighing growth, the episode offers a peer perspective on investing ahead of demand, how mergers affect culture, and how to evaluate technology by the problem it solves.
Summary
By the real estate & infrastructure deskIn Episode 170 of Next Mile, Kyle Van Pelt speaks with Leah Sciabarrasi, president and managing partner at Crestwood Advisors, about scaling an advisory firm while preserving the client experience. The conversation covers investing in people, infrastructure and technology ahead of growth, moving from a practice to an enterprise, and handling mergers with attention to culture. It also discusses where technology and AI fit into a more scalable approach to advice.
- Growth works best when firms invest ahead of it, according to Sciabarrasi.
- Firms must decide whether they are building a practice or building an enterprise.
- Successful mergers depend on people, culture and mutual adaptability, not just systems.
- Technology and AI should be evaluated by the problems they solve and used to support the people delivering advice.
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