Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a deep look at what really happens as firms grow into multi-billion-dollar businesses, including hiring strategies, leadership team growth, and equity strucutres for employees. Lisa Crafford is the Head of Advisory at Constellation Wealth Capital, and she joins the show today to discuss the importance of the human resources function for growing firms, how advisory firm leaders can start to shed the many 'hats' they wear, and why adding to the executive team can be a force multiplier despite the compensation they might earn. Listen in to learn why scaling an advisory firm eventually becomes less about clients and more about people, leadership, structure, and building an organization that can operate beyond the founder. For show notes and more visit:

You can listen to Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:29:59 long.

This episode was published on Apr 21, 2026.

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