Beyond the Capacity Ceiling

How One Advisor Achieved 245% AUM Growth by Removing the Capacity Bottleneck

Building on the insights from our recent case study, Anthony DePersio, CFP® joins Cornerstone Founder & CEO Carmine Corino for a candid conversation about advisor growth, operational leverage, and creating capacity for sustainable scale.

Since November 2023, Anthony's practice has achieved 245% AUM growth. The catalyst wasn't a new marketing strategy or a surge in demand. It was removing the operational bottlenecks that limited capacity and shifting day-to-day execution away from the advisor role.

In this session, Anthony will share the operational changes that supported that growth, how his role evolved from operator to advisor, and the lessons he's learned along the way. Together, Anthony and Carmine will explore what it takes to build a business that can grow beyond the limits of personal capacity.

Can't attend live? All registrants will receive the replay.

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