Giving every client great service doesn't mean giving every client the same amount of your time. In fact, treating every relationship the same is most likely holding your business back.

In this episode of Advisor Turntable, Brendan Ryan sits down with Michelle Fuller, Head of Strategy and Operations at Bartholomew & Company, a $6 billion RIA, to discuss how advisors can uncover growth opportunities within their existing client books and build more scalable businesses.

Topics include:

• Segmenting client relationships by revenue, complexity, growth potential, and service needs
• Tailoring service levels without sacrificing the client experience
• Building specialized teams that allow advisors to focus on their strengths
• Using AI and technology to streamline operations and reduce repetitive work
• Creating enterprise value by building a business that's less dependent on any one individual

The conversation also explores why advisors need to spend more time working on their businesses, not just in them, and how the right infrastructure can support growth without sacrificing the personal relationships that make independent advice valuable.

For more information on advisor partnership opportunities with Bartholomew & Company, please visit https://www.bartandco.com/advisor-opportunities or reach out to Michelle directly at michelle.fuller@bartandco.com

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