He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One

Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and rebuilt his role around strategy, growth and culture. Alan and Adam also explore client handovers, consistent discovery, premium client experience, hiring the right operations leader and how AI could reshape financial planning and paraplanning. Part two continues with Alan’s marketing strategy and personal brand.