Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between.

We reached out to three CEOs of advisory businesses – at early, middle and fully achieved stages of growth – that are affiliated with Dynasty Financial Partners: Matt Liebman, Founding Partner, CEO and Wealth Advisor at Amplius Wealth Advisors; Phil Fiore, Co-Founder, Partner, Executive Managing Director and CEO of Procyon Partners; and Michael Lehman, CEO and Founding Partner of Premier Path Wealth Partners.

We asked each of them about the challenges, strategies, insights and experiences of their stage of growth. Our questions and their answers follow.