01/10/2026
Most advisory firms aren't built around a company. They're built around a person. Early on, that's exactly how it should be. It's how trust gets built. But once the firm grows and the advisor steps back from some client conversations, someone has to make the brand hold without them.
More often than anyone acknowledges, that someone is operations.
Thank you to ClientWise LLC for inviting Darcy Ripple to spend time with a group of Practice Management Champions where she walked through what ops professionals can do to help build a brand that lasts far beyond a single advisor.
Want more insight into this topic for your own brand? Reach out to start a conversation!