“No client wants to be scaled.”

So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.

Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.

We cover:

• How to design a client care model that feels truly personal even as your firm grows.
• Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.
• How to improve client engagement during challenging market conditions.

Timestamps:

00:00 - Intro

02:40 - Scaling The Right Way

08:30 - Systems that Free Adviser Time

12:00 - Automations and AI

16:05 - Culture That Drives Client Care

19:33 - Design Processes Around Relationships 

22:32 - Personalised Portfolios at Scale 

26:35 - Evalesco's Investment Philosophy

32:52 - Guiding Clients Through Turbulence

35:27 - Client Communication That Works

40:14 - Case Study: Intergenerational Planning

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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Hosted on Acast. See acast.com/privacy for more information.