325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. 

In this episode you’ll learn: 

• Why even successful advisors hit a wall when their practice starts feeling like a “real business”
 • How documenting processes changed the game for Todd’s team of eight and created repeatability for the next generation
 • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews
 • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm
 • Why group coaching amplified his growth far beyond what he expected

Todd’s story is an amazing reminder that growth doesn’t require being a “hot mess.” Sometimes the biggest leaps come from refining what’s already working, creating structure around what’s been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what’s possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.