Take every adviser's book from $1M to $1.2M. Without hiring anyone.
The pod structure we've rolled out with advice firms. One dedicated support person per adviser, instead of everyone sharing the associates and the admin team. Live inside 30 days.
Your advisers are paying the sharing tax.
Four advisers share two associates and a CSO. Every SOA, file note and review pack joins one queue. Whoever shouts loudest gets served first, and the principal ends up as the final check on everything.
Everything queues
Files wait. Advisers chase. Good associates burn out and leave.
Every adviser has their own person
Each adviser runs like their own mini business, with one person who knows every one of their clients.
Three steps. No new hires.
Pick the right pod structure
There are 5 ways to pod an advice firm. We chose the one that fitted their advisers, their book and their team.
Train the leaders, then the team
A hands-on workshop with the whole team, in person, on how the pods work and why.
Map every task to an owner
Fact finds, modelling, SOA prep, file notes, implementation, reviews. Every step in the process gets one name next to it.
10 hours back a week → room for 20 more clients a year → × $10K average fee = +$200K on every adviser's book.
A $1M book becomes $1.2M. Across 4 advisers, that's $800K a year from a change to who does what.
The pod playbook, built for your firm on the day.
- All 5 pod structures, and which one fits your firm
- The task map: every step from fact find to review, with an owner
- How to move from the shared pool to pods without a wobble
- What changes for your associates, paraplanners and CSOs
- How to brief the team so they actually want it
- The numbers to track so you know it's working
Principals of firms with 2 to 20 advisers.
This is for you if
- Your advisers share associates or admin staff
- You keep saying "we need another adviser"
- Files wait on you before they go out
- You run a firm of roughly 10 to 50 staff
This isn't for you if
- You're a solo adviser with no support team
- You work in a bank or institutional advice desk
- You want a software demo. There isn't one.
Tim Lea
Tim ran operations at Pivot Wealth as it grew from 9 to 50 staff and 5x'd revenue. Now he rebuilds advice firms so they run without the founder in every file.
Only 20 seats, principals only.
We're only letting in principals of advice firms with 2 to 20 advisers, so we review every application. Once we've checked yours, Tim will give you a quick call to hear what you want out of the session.
Do I need to hire anyone to do this?
No. The firms that have done it kept the same team. The change is who supports which adviser, and who owns which task.
Can I bring my practice manager?
Yes. Pods land faster when the person who runs the team hears it first-hand.
Is this a sales pitch?
You'll get the 5 structures and the task map whether or not you ever work with us. If you'd like help rolling it out, we can talk about that afterwards.