Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
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Financial Advisors Want To Know Podcast
Ep 71: How to Build a Scalable, Strategic Business with a Turnkey System
Financial Advisors Want to Know: How to Build a Scalable, Strategic Business with a Turnkey System - Ep. 71 Jason Mirabella
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
Jason Mirabella, founder of Deliver Advice, brings over 24 years of financial services experience. He has held leadership roles at firms like WealthSource Partners, SurePath Wealth Management, and Model FA, focusing on strategic operations, platform development, and business growth.
As a former C-suite executive at WealthSource Partners, Jason oversaw operations for a firm managing over $2B in AUM. He also founded and sold Henfruit, LLC, a virtual financial planning firm.
Jason’s expertise spans financial planning, tax and estate strategies, risk management, and fostering strong organizational cultures.
Key Podcast Takeaways:
Systemizing Growth is Essential: Many advisory firms struggle to scale because their operations are fragmented. Implementing a structured, strategic system like the BLOCKS methodology can help firms grow efficiently without losing control or quality.
Operational Complexity Needs to be Addressed Early: As firms grow, operational complexity can create bottlenecks. To scale successfully, firms need to centralize services, streamline processes, and reduce dependency on individual advisors. This leads to better decision-making and healthier organizational culture.
Fractional Expertise is a Game Changer: Small firms can benefit from fractional teams—specialized experts who help implement systems and strategies without the overhead of hiring full-time staff. This flexibility allows firms to scale more effectively and stay adaptable.
Advisory Firms Need to Adopt a Long-Term View: It's easy to optimize for short-term financial outcomes, but building a sustainable business requires focusing on team culture, long-term strategy, and stakeholder experience. A balanced approach leads to more fulfilling growth.
Collaboration and Integration Drive Success: Effective collaboration between leadership, operations, and human capital is key. The integration of fractional leadership and strategic roadmaps ensures firms are aligned and positioned to thrive, regardless of market conditions.
Connect with Jason:
https://www.linkedin.com/in/jasonmirabella
https://deliveradvice.com/
https://deliveradvice.com/about/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Sign-up for our newsletter:
https://dominion-enterprise-services.kit.com/9944b047d9
Contact Catherine's Team:
admin@dominiones.com
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
