SEIA’s Matrisian: Scaling Your Firm Requires Enterprise Mindset
Matt Matrisian, president at Signature Estate & Investment Advisors, explains why growth and scaling require advisors to shift from an entrepreneurial owner mentality to an enterprise-focused leadership mindset that guides strategy, operations and process design.
Matrisian describes a “healthy tension” that can facilitate growth. Businesses need scalable back-office infrastructure—data, compliance, client experience support and centralized planning, advanced planning and tax services—and nimble front-office teams to avoid over-engineering (a culprit in dampening entrepreneurship).
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The interview also explores common delays driven by fear, for example:
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Postponing decisions on access to capital
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Building a capable executive leadership team
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Establishing an ownership structure that can offer equity to advisors and internal leaders earlier rather than later.
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