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Posts by Scott Leak, CFP®, CEPA®

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How to Scale a Financial Advisory Firm Without Creating More Complexity

Posted on September 21, 2026

How to Scale a Financial Advisory Firm Without Creating More Complexity

For RIAs and independent advisory firms, growth is a natural goal. But often, it can start to feel less like progress and more like pressure.

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RIA profitability, advisory firm growth, advisor capacity, client segmentation, service model, founder dependency
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How to Benchmark Your Advisory Firm’s Financial Performance

Posted on September 21, 2026

How to Benchmark Your Advisory Firm’s Financial Performance

Your advisory firm is growing. But is that growth making the business stronger?

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Advisory Firm Value, Advisory Firm Benchmarking', Estimated Value Index, Financial Performance, RIA Benchmarking, Advisory Firm Valuation
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Is Your Advisory Business Near Peak Value? How to Know When to Sell

Posted on June 9, 2026

Is Your Advisory Business Near Peak Value? How to Know When to Sell

By Scott Leak 

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Selling Your Practice, Business Value, Buying & Selling, valuation
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Focus Your Attention on Your Intention

Posted on October 17, 2024

Focus Your Attention on Your Intention

In the world of golf, even the best players seek coaching to refine their skills and elevate their game. Similarly, Scott Leak, CFP®, CEPA®, emphasizes the importance of coaching for financial advisors aiming to enhance their business...

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