Build an Asset, not a Book of Business w/ Nathan Donohue | Beyond Referrals E7

In this conversation, you'll learn:Why going narrow, not broad, is the most powerful growth strategy available to advisorsWhat actually creates transferable value in a financial advisory firm (and why most advisors are building the wrong thing)The one line that reframes how you think about your role as a founder: "The more valuable you are, the less valuable your business is"Why organic growth is undervalued while the industry chases M&A and private equityHow AI fits into the future of advisory businesses, and why ignoring it isn't an optionNathan Donohue is the founder of Sonoran Ridge Capital, a private investment firm focused on acquiring and operating niche service businesses. He previously built Consilio Wealth Advisors into one of the fastest-growing independent RIAs, scaling to approximately $500M in AUM through organic growth alone before a successful exit in 2025.Most recently, he served as Founding Go-To-Market Lead at Vitals AI, an advisor intelligence platform providing practice benchmarking and data visibility for financial advisors. Nathan is an active member of Entrepreneurs' Organization, where he has served on the board as both MyEO Chair and Forum Chair.He brings a builder's perspective to entrepreneurship through acquisition, having lived both sides of buying, building, and exiting businesses.To connect with Nathan, reach out to him on LinkedIn or visit the Sonoran Ridge Capital website.Connect more with Emily:Free Advisor Brand AssessmentEmily's LinkedInEmily's InstagramEmily's YouTube ChannelWonderlab StrategyWant to be on the show or nominate someone? Reach out to [email protected]