Every growth plan reaches the moment where strategy meets the team that will carry it. In this episode of Building the Billion Dollar Business, Ray Sclafani, Founder and CEO of ClientWise, explores team structure and capacity planning, one of the ten interlocking areas of the ClientWise Talent Strategy Operating System. Ray shows why capacity is a strategic lever for advisory firms of every size, from multi-office regional firms to advisors concentrated in a single hub.

Drawing on Michael Kitces' 2025 research on delegating to associate advisors, Ray explains how the right support structure frees lead advisors for business development and deeper client relationships. He then walks through a practical 12-month capacity forecast that helps leaders map future work to the right roles, track measurable capacity signals, and prepare for the service models that tomorrow's more complex, multigenerational clients will require.

Firm leaders will leave with a simple next step: build a one-page capacity forecast for one advisory team and ask what will break first. It is a focused way to hire ahead of demand, protect top talent, and build a firm ready to absorb its next stage of growth.

WHAT YOU'LL LEARN IN THIS EPISODE

1. Why capacity planning is a strategy issue as well as a staffing issue
2. What Michael Kitces' research reveals about the time savings of delegating to associate advisors
3. How to build a 12-month capacity forecast that works as an operating tool
4. How mapping work to roles frees senior advisors and leaders for higher-value work
5. Why the future firm builds growth on capacity, role clarity, delegation, and leadership discipline

THE ONE-PAGE CAPACITY FORECAST

1. Client segments
2. Households
3. Revenue
4. Meeting volume
5. Planning work
6. Service load
7. Advisor ratios
8. Workload distribution
9. Manager span of control
10. Expected growth over the next twelve months

CAPACITY SIGNALS

1. Number of households per advisor
2. Number of meetings per month
3. Planning cases per team member
4. Open service requests
5. Turnaround time
6. Overtime
7. Missed follow-up
8. CRM backlog
9. Manager span of control
10. Number of exceptions

REFLECTION QUESTIONS FOR YOUR LEADERSHIP TEAM

1. What part of your growth plan does your current capacity model not support?
2. Where is work being carried by the wrong person because the team design is outdated?
3. Which client segments require a different service model?

RESOURCES MENTIONED

• Kitces Report: What Actually Contributes To Advisor Wellbeing
• ClientWise Executive Coaching and Team Development

Building the Billion Dollar Business is hosted by Ray Sclafani, Founder and CEO of ClientWise, the financial services industry's leading executive coaching and team development firm for elite advisors and wealth management teams. Ray Sclafani is also a Wealthies CEO of the Year Finalist (2026) and Luminaries Thought Leader of the Year Finalist (2026).

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube