Krystian R. Urbanski

I’ve spent 28 years in financial services, and I’ve come to one uncomfortable conclusion: most financial advisors don’t own a business. They own a high-paying, high-stress job.

I’ve worked with more than a thousand advisors across North America, from newcomers to veterans running multi-billion-dollar teams. I’ve seen the quiet battles after the office lights go off: being the bottleneck for everything, the anxiety of uneven growth, the exhaustion of trading hours for dollars.

The best advisors I’ve worked with treat their practice like a company. They keep learning, systematize what they do well, and put the client at the centre of a well-run machine. I created the PracticeIQ™ Framework to help more advisors build that, and wrote From Financial Advisor to CEO to put the whole blueprint in one place.