Scaling with Soul: Growing an Advisory Firm Without Losing What Matters

Episode 165 of Next Mile features host Kyle Van Pelt speaking with Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, about scaling an advisory firm without losing its human element. The conversation covers centralized operations, consistent training, technology, learning runways for new operating models, internal talent development, lessons from B2B sales, and preserving culture as AI takes on more administrative work.

1. Scaling requires better systems rather than simply adding more people.
2. Centralized operations can help advisors handle high-volume work.
3. Firms need a learning runway when introducing new operational models.
4. Training can create clearer career paths and develop internal talent.