The Growth Barrier Reality Check

You've built something meaningful. Your firm serves clients well and generates solid revenue. But you know there's untapped potential.

86%

of RIAs manage under $500M in AUM. 60% are under $100M AUM! (Cerulli)

57%

of firms under $250M lack a written strategic growth plan (Schwab)

Most

capable firms cycle through the same growth challenges repeatedly

Sound familiar?

Common Growth Barriers

The Founder Bottleneck

Growth stalls when decisions, processes, and approvals all require your personal involvement

Strategic Ambiguity

Uncertainty about which growth path to pursue

The Ad-Hoc Service Trap

Reactive or inconsistent service delivery that prevents scale and makes profitability unpredictable

Referral Dependence

Relying on passive referrals instead of building systematic client acquisition channels

The Differentiation Gap

Looking like every other advisor in the market, forcing you to compete on price instead of value

These aren't failures. They're natural development challenges requiring industry-specific expertise to navigate successfully.

Your Growth Accelerator

IGNITION delivers the roadmap ambitious advisory firm leaders have been searching for—combining 20+ years of consulting expertise with proven methodologies that work in our industry.


Led by Eliza De Pardo

Former Moss Adams Senior Consultant
FA Insight co-founder
Trusted advisor to hundreds of firms across the U.S. and Australia

This isn't theoretical content. Every strategy, framework, and tool has been refined through real-world consulting engagements.

What You'll Master

Module 1: Breaking Through

Avoiding the Plateau at Every Stage

Identify where your firm sits in the five development stages and the specific moves needed to accelerate to the next level. Navigate transition points with confidence.

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Module 2: Financial Foundations

Your Growth GPS

Master the 40/35/25 rule and critical metrics that separate high-performers from the rest. Understand your income statement and transform financial data into a strategic advantage.

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Module 3: Growth Killers

Lessons from the Consulting Trenches

Avoid the costly mistakes that derail momentum. Real-world insights from our consulting work on how to overcome the most common advisory firm challenges.

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Module 4: Strategic Growth Framework

Five Key Growth Drivers

Choose your competitive advantage from five proven growth strategies. Define how you'll compete, differentiate in the market, and direct your growth investments.

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Module 5: Define Your Worth

Crafting a Value Proposition Clients Remember

Differentiate decisively in a competitive market. Create a value proposition so compelling that clients remember it, refer it, and pay a premium for it.

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Module 6: Service Offer Alignment

Matching Solutions to Clients

Segment clients and design services to maximize profitability while delivering exceptional outcomes. Build a scalable service architecture with profitable pricing.

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Module 7: Implementation and Acceleration

Making It Happen

Transform insight into action. Build your implementation plan, prioritize high-impact initiatives, create 90-day sprints and make a quick start to implementation.

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Why This Investment Matters

Until IGNITION, smaller firms faced limited options:

Hire consultants (cost-prohibitive, often focused on larger firms)

Generic business courses (miss industry nuances)

Industry conferences (inspiration without implementation frameworks)

Trial and error (expensive mistakes and missed opportunities)

The Opportunity Ahead

McKinsey projects advised relationships will grow 28-34% by 2034

Clients increasingly value human expertise and are prepared to pay a premium for it

Technology is democratizing capabilities once reserved for large firms

Firms capturing disproportionate growth aren't waiting—they're investing in capabilities needed to compete and win

IGNITION bridges this gap. High-calibre strategic thinking targeted specifically for your industry, development stage and business challenges.

Industry-Specific Depth

The IGNITION
Difference

Proprietary Frameworks

20+ years of advisory firm business consulting expertise distilled

Data Insights

Tailored to your firm stage with relevant benchmarks

Practical Exercises

Assessments and tools for immediate application

Implementation Focus

Guidance to bring insights to life in your firm

YOUR INVESTMENT

World-Class Consulting Expertise at an Accessible Price Point

For years, our consulting has served larger players—generally firms beyond $2B in AUM. Direct consulting can be cost-prohibitive for smaller, aspirational firms.

IGNITION creates access to elite-level insights at an investment that makes sense for growing firms under $250M AUM.

Secure enrolment before January 30th and save $500
Regular Price

$4,999

Early Action Advantage

$4,499 USD

The IGNITION Curriculum

7 Strategic Modules (6+ hours)

Proprietary Frameworks & Templates

Implementation Workbooks

Self-Paced, Online

Includes monthly Q&A webcast access with Eliza De Pardo for six months

CLAIM YOUR EARLY ACCESS RATE - SAVE $500

Questions?

Email: answers@depardoconsulting.com

Transform your aspirations into acceleration.

20X

We've grown our enterprise value 20x

We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.
Scott Hanson
Co-Founder and Vice Chair
Allworth Financial