Busy but Not Growing? How Alan Smith Scaled Beyond the Founder | Alan Smith Part One

Why do financial advice firms stop growing even when everyone is busy? Alan Smith, founder of Capital Partners and co-host of TRAP, explains why he handed over almost every client, escaped the founder bottleneck and rebuilt his role around strategy, growth and culture. Adam and Alan unpack how to scale a financial planning business: transferring client relationships, standardising discovery, designing a premium client experience, hiring an operations leader and preparing advisers and paraplanners for AI. This is part one. Subscribe for part two on Alan’s marketing strategy and personal brand. The Plannex Podcast is sponsored by IRESS. #FinancialPlanning #FinancialAdviser #BusinessGrowth #Leadership #AI #PlannexPodcast