Ep 230 Shop Talk: Building a Business That Runs Without You [And an important Advisor Accelerator announcement]

In this candid Shop Talk episode, Brianna joins from Costa Rica, where she’s spending a month on a “sabbatical-ish”—a slower pace of work made possible by years of intentional business design. She and Whitney unpack what it really takes to step away from the day-to-day without compromising client experience. They discuss shifting from task-based delegation to outcome-based leadership, building a team culture rooted in ownership and empowerment, and redefining success beyond revenue. Plus, they reflect on the personal and professional growth required to truly let go and why they’ve decided to sunset the Advisor Accelerator after five impactful years.