*Myth vs. Math: What It Actually Takes to Scale an Advice-Centric Firm
Michael Kitces, Alan Moore, and Jeff Levine dig into the real factors that drive sustainable firm growth. While many firms look to technology to boost capacity, Kitces Research shows that team structure, client mix, service model, and pricing confidence have a far greater impact on advisor productivity. This “Myth vs. Math” discussion blends research, operational experience, and tax/regulatory insight to clarify what actually supports long-term, profitable scaling — and how firms can design teams and services for durable success.
