From Financial Advisor to CEO
The PracticeIQ™ Blueprint for Moving from “Having a Job” to Building a Scalable, High-Impact Enterprise
Most advisors don’t own a business. They own a high-paying, high-stress job. This book is the practical blueprint for changing that, told through the story of James, an advisor who goes from a borrowed desk in 2010 to the chairman’s seat of a firm that runs without him.
Early readers hear first when the book launches and get first access to the companion worksheets.
Five roles. Twenty-one chapters.
Every growing firm needs five officers, even when one person wears all the hats. The book takes each in turn.
Chief Executive Officer
Vision, leadership, strategy and personal resilience.
- The Seismic Shift
- The Genesis: James’s Story
- The Inner Game
- Strategic Foundations
- The Resilient Advisor
Chief Marketing & Relationship Officer
Acquisition, client experience, communication and advocacy.
- Positioning and the Ideal Client
- The Acquisition Flywheel
- The First 90 Days
- Cultivating Loyalty
- Communication Masterclass I
- Communication Masterclass II
- Community and Thought Leadership
Chief Financial Officer
Profitability, pricing, cash flow and metrics.
- Practice Finances
- The Power of Pricing
- The CFO Scorecard
Chief Operating Officer
Team, systems and technology.
- Building Your A-Team
- The Freedom Formula: SOPs and Delegation
- Technology, Automation and AI
Chief Risk & Legacy Officer
Risk, continuous improvement and succession.
- Protecting the Equity
- The Adaptive Practice
- Succession and Influence
CEO Assessment: technician or enterprise builder?
The book opens with this self-assessment. Rate each statement from 1 (never) to 5 (always), based on how your practice runs today, not how you plan to run it.
Prefer paper? Download the scorable PDF. It adds up your score and shows your result as you fill it in.