What separates advice practices that scale well from those that get stuck?
After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle says the difference often comes down to one thing: the operating model.
In this episode you will learn:
Chapters:
00:00 What Sets Top Practices Apart
02:56 Building Adviser Capacity
06:31 Fixing Operational Bottlenecks
09:08 Scaling Advice Practices
14:10 The Managed Accounts Shift
18:35 Making Managed Accounts Work
23:03 AI and the Future Adviser
27:11 What Top Practices Do Differently
This episode was recorded on 26th of August 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
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