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Mark Zaglas is back. Our most downloaded guest ever returns to go a level deeper on what's changed since last year's "Stagnation to Scale" episode — and a lot has changed. Encore Advisory Group has been acquired by Evidentia, Mark has launched his Big Six Insights series, and the industry is facing an inflection point where the pace of change has doubled but the margin for error has halved.
In this episode, we unpack the rise of the COTO (Chief Operating and Technology Officer) — a concept Mark has coined for advice businesses that can no longer treat operations and technology as separate functions. We dig into why so many firms are still running on rusted sales engines, why confidence is the barrier nobody talks about, and what it actually looks like to unrust your growth capability in 2026.
We also flip the script — Mark interviews Danni on what she's seeing with AI in advice practices, from foundation models to purpose-built agents, and why the firms winning right now are the ones mapping their processes first and applying AI to the right jobs second.
Plus: the client who showed up to a review with their own Claude-generated financial plan, why operations is like an escalator you never get off, and Mark's 5P growth engine audit you can do in 90 minutes this quarter.
If you enjoyed Stagnation to Scale, this one picks up exactly where we left off — and goes deeper.
Take our free Technology Health Check at finuragroup.com to see where your practice sits.
#finuragroup #technology #dannilegrande #encoregroup #financialadvice
