How Adding a Servicing Advisor Can Scale Your Practice

Creating capacity without compromising client relationships

As a financial advisory practice grows, there comes a point when administrative support alone may not be enough. Client relationships, review meetings, financial planning, and ongoing service still depend heavily on the lead advisor.

Adding a Servicing Advisor can change that dynamic by giving another qualified advisor responsibility for managing client relationships, creating capacity for the lead advisor to focus on business development, strategic planning, and growth. But how do you introduce another advisor into established client relationships without disrupting the trust you've spent years building?

In this webinar, Cornerstone Founder and CEO Carmine Corino sits down with Tyler Allen, his servicing advisor, to share how they developed and implemented this model over nearly five years.

Carmine explains how he recognized the need for additional advisory capacity, while Tyler shares his experience building client relationships, gradually assuming responsibility for households, and becoming a trusted point of contact.

Today, Tyler serves as lead advisor for approximately 150 households, allowing Carmine to concentrate on a smaller group of clients while dedicating more time to coaching, business development, and strategic leadership.

In this replay, you'll learn:

• How to recognize when your practice needs additional advisory capacity rather than more administrative support

• What a Servicing Advisor does and how the role differs from traditional client service or operational support

• How Carmine and Tyler gradually introduced the role and transitioned client relationships over time

• Why establishing client trust before transferring responsibility was critical to their approach

• How they divide responsibilities across client relationships, financial planning, implementation, and strategic decisions

• How a structured 30-minute weekly meeting keeps both advisors aligned while minimizing day-to-day interruptions

• What to consider when hiring a Servicing Advisor, from relationship-building skills to professional development

• Why having the right operational infrastructure in place matters before expanding your advisory team

Adding a Servicing Advisor is more than a staffing decision. It requires a thoughtful approach to client relationships, clearly defined responsibilities, and a structure that allows both advisors to operate effectively.

Watch the conversation for a firsthand look at how Carmine and Tyler built their partnership and how the model has evolved to support greater capacity, stronger client relationships, and long-term practice growth.