Insights.

Scaling your financial advisory practice requires more than ambition—it demands the right technology, support, and strategic planning. This guide breaks down the essential components of growth, from tech integration to succession planning, so you can build a scalable, client-focused practice without sacrificing independence.

For independent advisors—especially those in small and mid-sized markets—this presents a once-in-a-generation opportunity to grow.

At Etico, growth isn’t just about numbers—it’s about building a stronger community of independent advisors who have the freedom, tools, and support to thrive. This year, that commitment has taken a major leap forward.