This is it. The final episode of the Advisory Practice Blueprint series is here, and it brings the entire framework together. Guest host Cory Swain, president of AE Labs, sits down with Cody Foster, co-founder of Advisors Excel, to reveal how the top advisors turn an owner-dependent practice into a business that compounds for decades. You'll learn from the leader behind one of the most influential organizations serving financial advisors, as he lays out how to stop putting out fires and start building something that keeps growing year after year. In this episode, learn: • When to stay in the lead sales seat and what to delegate first as you scale • The promotion-backfill strategy that gets workflows documented without making your team feel replaceable · • How to redesign the first 90 days of client onboarding to beat buyer's remorse and earn more referrals Buy "Unreasonable Hospitality" by Will GuidaraBuy "Never Lose a Customer Again" by Joey Coleman Great advisors don't just deliver good service — they design moments that build trust, reduce doubt and turn clients into advocates. Read these books to improve onboarding, personalize the client journey and build a business that grows through loyalty and referrals. Buy "The Five Types of Wealth" by Sahil BloomMost advisors spend their careers chasing bigger numbers, only to look up one day and wonder what it all added up to. This framework challenges you to define what a thriving practice actually looks like when you factor in your time, relationships and sense of purpose. Don't just ask how much your business is worth. Ask what it's for. Grab the "Office Secret Shopper Guide" and see your office the way a prospect does.From parking, signage and your lobby to how your front desk answers the phone, this walkthrough helps you spot the small first impressions that shape big decisions. Get "The Advisory Practice Blueprint" and start building with purpose. Building a practice that's ready for what's ahead doesn't happen by accident — it takes a plan. "The Advisory Practice Blueprint" gives advisors a clear framework for positioning their business to capture the opportunity in front of them. Opt-In here: https://join.advisorsexcel.com/business-of-advice-opt-in-page Want to talk through where your business can go over the next decade?Book a call with Advisors Excel at [email protected].

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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