Description

The final step: a practice that runs beautifully whether you’re in the office or off for a month. “Boutique Firm Scaling Blueprint” delivers the full playbook—capacity planning, recurring revenue streams, team KPIs, client hand-off systems, and financial dashboards—so you can grow revenue while working far less and eventually step away when you choose.

Format:

• Video Masterclasses: Org charts, recurring revenue models, exit-ready systems

• Live Growth Mapping: Design your ideal practice together

• Inspirational Audio Clips: Advisors on “the quarter I took five weeks off and revenue still grew”

Duration: 12 Weeks – 4 sessions/week (75–100 min)

What You’ll Learn:

• Structure your firm to run without daily input from you

• Add recurring revenue that compounds

• Build real equity in your practice

• Finally enjoy the freedom consulting was supposed to give you

Target Audience:

Established advisors ready to stop trading hours for euros