The Secret Weakness of Growing Firms: The Official Client List

The Secret Weakness of Growing Firms: The Official Client List Written By Mark LewinPosted March 2026 Most financial planning businesses don’t have a growth problem. They have a clarity problem. On the surface, everything looks fine. Clients are engaged, revenue is recurring, and the team is busy. But beneath that activity sits a fundamental gap, […]

Why Financial Planners Must Build a Business System to Increase Valuation

Why Financial Planners Must Build a Business System to Increase Valuation Written By Mark LewinPosted March 2026 Most financial planning businesses believe enterprise value is created through growth, more clients, more revenue, higher funds under advice. In reality, acquirers and investors place far greater value on durability. They are not buying ambition; they are buying […]