Deliver Advice

🌟 Navigating the Journey from Advisor-Dependent Practice to True Enterprise 🌟 Growing your financial advisory firm from an "advisor-dependent practice" to a scalable enterprise is not easy. The transition is challenging, but that's where we come in. We specialize in making aggregators and established RIAs better by optimizing operational complexity, enhancing enterprise value, and creating an environment that attracts and retains top talent. We can help you manage the tension between growth and operational efficiency, ensuring your firm is ready to scale and thrive. #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #deliveradvice

Every financial advisory firm faces challenges, or “BLOCKS”, that create headwinds to growth and scalability. Identifying these areas is the first step, but without a clear philosophy or methodology to guide decision-making, it’s difficult to know where to start or what to do next. The Deliver Advice BLOCKS framework is designed to pinpoint these obstacles and provide a structured path forward. With a clear understanding of which areas need attention, you can identify and deploy the right TACTICS to transform your firm into a human-centered, scalable, enterprise-level business. Ready to overcome your BLOCKS? Let’s talk about what’s possible. Learn more at deliveradvice.com #financialservices #wealthmanagement #strategyconsulting #managementconsulting #processimprovement #businesstransformation #changemanagement

Establishing a clear philosophy to guide problem-solving and decision-making is a tremendous opportunity to position your firm at the forefront of the industry. Most importantly, it opens up the potential to craft a structured operational methodology that directs and connects all of the organization’s actions and decisions. This approach ensures coherence and alignment across all areas of the business, avoiding the common pitfalls of disconnected decisions that can impede growth and lead to operational dysfunction. While many firms grapple with siloed initiatives and the resulting unintended consequences and disruptions, adopting this strategy can accelerate growth, empower leadership, and create an environment that attracts top talent. #leadership #businessstrategy #problemsolving #opportunity #success #deliveradvice #financialservices #ria

Your firm is a collection of interconnected systems, each playing a crucial role in your overall success. The Organization Systems Map (OSM) is a tool we use to identify and visualize all the systems within your business. Depending on your unique business model and objectives, the OSM can look quite different. However, the core purpose remains the same: to provide a clear, comprehensive view of a firm's individual components and how they interact. ⭐The long-term success of your business is ultimately dictated by the quality of these systems and the cohesiveness of their integration. ⭐ #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #deliveradvice

The Operational Complexity Formula (OCF) is a tool we developed to measure a firm's efficiency and (to borrow a term from Carl Richards) move towards an “elegant simplicity” in operational design. For us, efficiency means how EASY it is for a firm to be managed and deliver its services while hitting its goals. The OCF method gives us a framework to get to a clear, connected view of strategic initiatives and components, highlighting what is driving desired outcomes, what can be improved, and where you should and SHOULDN’T be focusing your attention. Operational dysfunction often builds over time from a disconnect between visionary leadership and the real-world impact of their directives... The OCF bridges this gap. #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #deliveradvice

Transformation comes from aligning all facets of your organization. Here are the essential elements we focus on to drive your firm’s success: 📈 Strategy: Your plan. Crafting a clear vision and actionable roadmap is the cornerstone of achieving your goals. 👥 Team: Your ceiling. A strong, cohesive team is the key to reaching your highest potential. 🌱 Culture: Your feel. Cultivating a positive, engaging culture enhances employee satisfaction and retention. 💻 Tech: Your tools. Leveraging the right technology can streamline operations and boost efficiency. 📋 Process: Your rules. Efficient, well-defined processes ensure consistency and quality in your services. 🤝 Collaboration: Your execution. Seamless collaboration across teams drives effective implementation and execution of strategies. Aligning these components creates a harmonious and high-performing environment, unlocking your firm's full potential. #financialservices #operationalexcellence #teamalignment #culture #technology #strategy #process #collaboration #deliveradvice

What are you trying to build? 1. Advisor-Dependent Practice (Business Optimized to Maximize Advisor/Owner Cash Flow) The business revolves around one or more individual advisors who own and manage client relationships. This model prioritizes maximizing cash flow to the advisor(s) and operations is viewed as a cost center. Reliance on individual advisors and autocratic service model limits the overall value and attractiveness of the business to potential buyers (or at least should 😂) and other firm stakeholders. Every financial advisory business starts here. 2. Enterprise Advisory Firm (Business Optimized for EBITDA and Enterprise Value) The firm owns the client relationships, with services delivered by a collaborative team comprising the advisor, subject-matter experts, and empowered (and client facing) support staff. This model is designed to optimize EBITDA and enhance the firm's enterprise value by promoting scalability, consistency, and long-term sustainability. To transition to this model, you must greatly reduce or eliminate the reliance on individual advisors in service delivery and client retention. #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #deliveradvice

3, 5, and 10-year strategic plans? Pffff. We could be living on Mars by then... We use a highly focused 18-24 month cycle to adapt to the speed at which the world is moving. Our scaffolding approach builds on a strong foundation while being mindful of burnout, ensuring sustainable growth. Our process is made up of two phases: 🔸 Expand + Execute: Drive rapid growth and capitalize on high-growth opportunities. 🔸 Nurture + Innovate + Refine: Stabilize, innovate, and refine strategies for long-term success. This modern approach ensures that your firm remains agile, responsive, and ready to tackle the challenges of today and tomorrow. #financialservices #strategicplanning #RIA #wealthmanagement #businessgrowth #consulting #deliveradvice

Let's just get to work.

At Deliver Advice, we believe in embedding ourselves into your firm's fabric to drive meaningful improvements at warp speed. Think of us as moving into your guest house—close enough to understand your unique challenges and blend our expertise with your existing structure seamlessly. Our approach isn't about superficial changes. We only work with small number of firms at any given time to do the deep work necessary to achieve real, measurable outcomes. By integrating with your team, we can identify and tackle critical pain points, optimize operational complexity, and foster an environment that promotes growth and efficiency. #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #consulting #deliveradvice