The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
Many financial advice businesses are busy, growing, and delivering for clients — yet still fall short of their true commercial potential.
In this episode of The Trusted Adviser, Rob Pyne is joined by Dean Lombardo, Founder of Effortless Engagement, to explore the insights from Dean’s white paper The Profit Gap and why advice firms often leak profit without realising it.
Dean outlines four core sources of profit leakage identified through extensive research and diagnostic work across advice businesses:
Organisational misalignment
Workflow complexity
Capacity misuse
Conversion friction
The…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.