Getting Over Yourself


Pushing through the $2 million revenue barrier of an advisory business means taking a long look — at how you run your practice


While in college, I decided my career goal was to help business owners build and run successful companies. Over the past 17 years, I’ve had the privilege of working with the owners of hundreds of independent advisory businesses.

Truth be told, I’ve learned as much by observing these owner advisors as they’ve learned from me.

For instance, while there are a number of critical points along the growth curve of an advisory firm, two are the most vital to the success — or failure — of an independent advisory firm. How business owners handle these critical junctures largely determines the fate of their firms.