Ep 28 | Kaizen: The Secret Growth Engine Top RIAs Use to Scale Without Chaos | feat. John Sweigart
Description
Most firms fight fires. The best firms fix the system.
In this powerful episode, John Sweigart breaks down why most RIAs, advisory leaders, and insurance teams are trapped in renewal chaos and legacy thinking — and how to break free.
John brings decades of operational excellence and Kaizen philosophy to the conversation, showing leaders how to:
✅ Stop fixing symptoms and start fixing systems
✅ Apply Kaizen to financial advisory firms — small daily improvements that compound into scale
✅ Shift focus from outcomes you can’t control to inputs you can
✅ Break free from copy-cat strategies that worked 10 years ago but fail today
✅ Build the future: compliance, culture, and technology working together
💥 Power Quote from John:
“The firm that gets 1% better every day will dominate the one that waits for a big leap.”
If you’re an RIA founder, COO, or compliance leader serious about scaling with clarity and control — this is the blueprint.
👇 Connect with Our Guest:
John Sweigart, CEO of 3E Ventures
Website: https://www.3-e-ventures.com/
LinkedIn: https://www.linkedin.com/in/john-sweigart-47018614/
👇 Follow Us:
📲 Advisors Edge Podcast: https://www.linkedin.com/company/the-advisors-edge-podcast/
🔗 Connect with the Hosts:
Rob Jacomen, Founder, Alchemy Content Lab and Niche Insurance Agency OS
LinkedIn: https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg, President, Box Professional Insurance
https://www.linkedin.com/in/chad-ramberg-71278533/
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🛡️ Special thanks to Box Professional Insurance for sponsoring our show—because great leaders have a backup plan they can depend on.
Box Professional specializes in helping RIAs protect their businesses with tailored coverage, so you can focus on growth while they handle the risk.
🔗 Learn more at: https://www.boxproinsurance.com
Box Professional Insurance — Build boldly. We’ll protect what matters.
📞 Book a RIAview™ Risk Strategy Call: https://calendly.com/d/z3t-b6h-xt5
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