Preparing Your Firm for Its Next Stage of Growth with Brian Fernandez
For wealth professionals running or scaling an advisory firm, the episode focuses on operational capacity, talent development and technology choices that come with growth. It gives a firm-level view of how one advisory business translates founder vision into execution.
Summary
By the real estate & infrastructure deskEpisode 162 of Next Mile features Kyle Van Pelt in conversation with Brian Fernandez, president and integrator at Krilogy. They discuss how advisory firms can invest ahead of growth, use EOS for accountability, develop future partners internally and preserve culture as the team expands. The episode also covers Krilogy's technology stack, build-versus-buy decisions and the staffing demands behind family office services.
- Brian Fernandez describes investing ahead of demand in people, systems and infrastructure before growth strains the firm.
- Krilogy uses EOS to create accountability and separates idea generation from problem-solving.
- The firm develops future partners and next-generation advisors through internal training and works to preserve culture during rapid growth.
- The discussion covers Krilogy's technology stack, build-versus-buy evaluations and staffing needs for family office services.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 1 min | |
| Brian's money moment | 2 min | |
| Investing ahead of growth | 2 min | |
| Building a culture of organic growth | 3 min | |
| What makes a great integrator | 5 min | |
| The meaning behind Krilogy's name and its core purpose | 3 min | |
| Developing the next generation of advisors | 3 min | |
| How Krilogy preserves its culture despite rapid growth | 2 min | |
| Building a platform for entrepreneurial advisors | 2 min | |
| Krilogy's current tech stack and how it's evolving | 1 min | |
| Build vs buy: How Krilogy evaluates technology investment decisions | 2 min | |
| What's next for Krilogy | 2 min | |
| Why customized advice is harder than scaling a manufactured product | 1 min | |
| Brian's outlook about the future of the financial services industry | 5 min | |
| Brian's Milemarker Minute | 1 min |
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