DiscoverAdvisor Talk with Frank LaRosaWhat Do You Want to Be When You Grow Up?
What Do You Want to Be When You Grow Up?

What Do You Want to Be When You Grow Up?

Update: 2025-08-21
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Show Highlights Include:  

-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  

-Why choosing a new firm should solve for tomorrow, not just today’s pain point.  

-Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  

-Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  

-Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  

-Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you’re fishing in.  

Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don’t have to move twice.

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What Do You Want to Be When You Grow Up?

What Do You Want to Be When You Grow Up?

Stacey Frank, Frank LaRosa