Trivia Question❓

Which iconic business book, first published in 1986, introduced the idea that small business owners must work on their business, not just in it—laying the groundwork for concepts like systematization and productized services?

Answer at the bottom of the newsletter

Want to Scale Without Burnout? Productize Your Advisory Services

As your firm grows, so does the pressure on your time. More clients mean more meetings, more questions, and more complexity—and unless you want to build a business that depends entirely on you, something has to give. The answer isn’t always hiring more people or raising your fees. Sometimes, the smartest move is to productize your advisory services.

Productization means packaging parts of your expertise into structured, repeatable, and scalable offerings. It’s not about becoming transactional. It’s about making your process clear, your value obvious, and your delivery system efficient—so clients get a consistent, high-quality experience every time, regardless of whether they’re working directly with you.

Think of it this way: every advisor has a process. Discovery, planning, implementation, reviews. But most keep it locked in their head or buried in spreadsheets. By defining your process, branding it, and delivering it in stages—supported by tech tools and clear expectations—you turn a service into a solution.

For example, you might offer a “Business Owner Retirement Blueprint,” a six-week engagement with specific deliverables. Or a “Wealth Launchpad” for young professionals. Each one is tailored to a niche, priced appropriately, and delivered through a mix of meetings, pre-recorded education, templated reports, and live planning sessions.

This approach doesn’t just streamline your operations—it enhances perceived value. Clients aren’t paying for your time; they’re investing in a clear outcome. And when the offering is tangible, it’s easier to sell, easier to scale, and easier to delegate.

Plus, productization helps with marketing and positioning. Instead of trying to explain the abstract value of “comprehensive financial planning,” you can promote a clearly defined package that speaks directly to your client’s problems and goals.

Worried about losing the personal touch? Don’t be. Productization doesn’t replace relationships—it supports them. You’re still bringing insight, care, and customization. You’re just delivering it through a repeatable system that protects your energy and increases your impact.

The bottom line: if you want to grow without burning out—or diluting what makes you great—it’s time to think like a product creator. Because in today’s advisory world, the firms that scale best are the ones who package brilliance into process.

Your Advisor's Edge Team

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💡 Answer to Trivia Question:

The E-Myth Revisited by Michael E. Gerber introduced this philosophy, urging entrepreneurs to build systems so their business can thrive without constant personal oversight.

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