Mentioned On
Episode Mentions
Masters of Scale · May 14, 2026
Author David Epstein on why constraints fuel innovation
“Sponsor providing integrated wealth management, tax, and estate planning services for founders and entrepreneurs”
Constraint-driven innovation and creativityResource allocation and prioritization frameworksEarly specialization vs. sampling period in skill development
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Financial Advisor Success · Apr 21, 2026
Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford
“Referenced as example of mega-RIA pursuing aggressive growth targets (mentioned Peter Malouk's firm)”
Scaling advisory firms to $100M+ revenueChief Human Resources Officer (CHRO) hiring and outsourced HR solutionsEquity compensation and long-term incentive plans for employee retention
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