<p><em>“No client wants to be scaled.</em>”</p><br><p>So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “<em>millionaire next door</em>” client base.</p><br><p>Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.</p><br><p><strong>We cover:</strong></p><ul><li>How to design a client care model that feels truly personal even as your firm grows.</li><li>Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies.</li><li>How to improve client engagement during challenging market conditions.</li></ul><p><br></p><p><strong>Timestamps: </strong></p><p>00:00 - Intro</p><p>02:40 - Scaling The Right Way</p><p>08:30 - Systems that Free Adviser Time</p><p>12:00 - Automations and AI</p><p>16:05 - Culture That Drives Client Care</p><p>19:33 - Design Processes Around Relationships&nbsp;</p><p>22:32 - Personalised Portfolios at Scale&nbsp;</p><p>26:35 - Evalesco's Investment Philosophy</p><p>32:52 - Guiding Clients Through Turbulence</p><p>35:27 - Client Communication That Works</p><p>40:14 - Case Study: Intergenerational Planning</p><br><p>——</p><br><p>CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz <a href="https://equitymates.com/episode/building-an-advice-business-for-the-millionaire-next-door/" rel="noopener noreferrer" target="_blank">here</a> to claim your points.</p><br><p>——</p><br><p>Want more Basis Points?</p><p>Sign up to the<a href="https://basispoints.beehiiv.com/subscribe" rel="noopener noreferrer" target="_blank"> Basis Points email</a></p><p>Join the conversation<a href="https://www.linkedin.com/showcase/basis-points-by-equity-mates/" rel="noopener noreferrer" target="_blank"> on LinkedIn</a></p><p>Watch all episodes in full and relive some of our favourite clips<a href="https://www.youtube.com/@basis.points" rel="noopener noreferrer" target="_blank"> on YouTube</a></p><p>&nbsp;</p><p>——</p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.</p><p>——</p><p>Basis Points is a product of Equity Mates Media.</p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.</p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><p>Hosted on Acast. See acast.com/privacy for more information.</p><p>&nbsp;</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>