Basis Points Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall
“No client wants to be scaled.”
So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.
Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.
We cover:
- How to design a client care model that feels truly personal even as your firm grows.
- Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.
- How to improve client engagement during challenging market conditions.
Timestamps:
00:00 - Intro
02:40 - Scaling The Right Way
08:30 - Systems that Free Adviser Time
12:00 - Automations and AI
16:05 - Culture That Drives Client Care
19:33 - Design Processes Around Relationships
22:32 - Personalised Portfolios at Scale
26:35 - Evalesco's Investment Philosophy
32:52 - Guiding Clients Through Turbulence
35:27 - Client Communication That Works
40:14 - Case Study: Intergenerational Planning
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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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Hosted on Acast. See acast.com/privacy for more information.