『Built for Advice』のカバーアート

Built for Advice

Built for Advice

著者： Janice Diaz and Romaine Howard
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What really happens inside financial services and wealth firms? Built for Advice explores the operations, culture and strategy behind how advisory businesses are built, run and grown. Hosts Janice Diaz and Romaine Howard bring a combined 50 years of experience across U.S., UK and offshore markets, connecting business development and growth strategy with the realities of people, processes and delivery. Expect candid conversations about stalled growth, leadership, delegation, network relationships, compliance and the often invisible work that holds firms together. Alongside industry contributors, Janice and Romaine examine where expectations break down, who owns the decisions and what it takes to make a firm work. For advisory firm leaders, senior advisors and the people behind the business of advice.© 2026 マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • Episode 1: Inside the Machine: Why Growth Gets Stuck

    Episode 1: Inside the Machine: Why Growth Gets Stuck
    2026/09/15

    What happens when a firm wants to grow, but everything still depends on the person running it?

    In the first episode of Built for Advice, Janice Diaz and Romaine Howard explore the machinery behind advisory-firm growth: the people, processes and decisions that determine whether a business can move beyond its founder’s capacity.

    Starting with the challenge of letting go, they discuss why delegation takes more than hiring help, how unclear responsibilities keep leaders involved in everything, and why bringing in support works best when a firm understands its own processes.

    This conversation covers:

    • The shift from doing the work to leading the business.
    • Why delegation breaks down without clear roles and ownership.
    • Making processes repeatable so others can take responsibility.
    • Choosing partnerships that support the firm’s growth.
    • Protecting the focus needed to move the business forward.

    A candid opening conversation about growth, control and building a firm that can function beyond you.

    Hosted by Janice Diaz and Romaine Howard.

    Explore the show: https://builtforadvice.com

    Chapters
    • (00:00:00) - Introduction: The Crossroads of Growth
    • (00:00:24) - Facing the Growth Crossroads Personally
    • (00:03:06) - Trust, Succession, and Letting Go
    • (00:05:56) - Founder Tech Stack and Organization
    • (00:07:05) - Defined Processes and SOPs
    • (00:08:24) - Chaos vs. Structure in Firms
    • (00:10:03) - Control, Delegation, and Reporting Systems
    • (00:12:33) - Finding Purpose and Partnership Clarity
    • (00:13:54) - The Power of Focus in Cross-Border Firms
    • (00:15:03) - Planning vs. Burnout in Financial Services
    • (00:16:16) - Knowing Your Tech and Staying Balanced
    • (00:17:12) - Closing Thoughts and Sign-Off
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    18 分
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