Ep 71: How to Build a Scalable, Strategic Business with a Turnkey System

Episode 71: How to Build a Scalable, Strategic Business with a Turnkey System

Guest: Jason Mirabella

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Jason Mirabella, founder of Deliver Advice and former C-suite executive at WealthSource Partners. With over two decades of experience in financial services, Jason brings deep expertise in scaling advisory firms, optimizing operational systems, and building purpose-driven organizations. In this episode, Jason shares his insights on building a strategic, scalable practice using the BLOCKS methodology and other frameworks that support sustainable growth.

Key Takeaways

✅ Systemizing Growth is Essential – Fragmented systems create inefficiencies. Strategic frameworks like BLOCKS help firms grow without sacrificing quality or control.

✅ Address Operational Complexity Early – Scaling requires proactive process improvement, centralized services, and eliminating advisor bottlenecks.

✅ Use Fractional Expertise – Lean teams can still grow with access to fractional ops, compliance, and tech experts—without full-time staffing costs.

✅ Think Long-Term, Not Just Revenue – True scale involves vision, culture, and sustainable strategy—not just chasing short-term profits.

✅ Collaboration Is Key – Alignment between leadership, operations, and human capital ensures your firm is built to thrive in any market.

Connect with Jason Mirabella

🌐 Deliver Advice
📄 About Jason
🔗 LinkedIn

Connect with Catherine Tindall

🔗 LinkedIn
📩 Newsletter Sign-Up
📧 Email: admin@dominiones.com
🌐 Visit Dominion Enterprise Services

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