The Temptation of Speed

In the advisory world, growth is often measured by size, assets under management, or new offices. Fast expansion looks impressive—but it can create friction.

Eric Kittner explains that at Moneta, growth wasn’t about chasing headlines. It was about fit. Every decision—from opening a new office to adding technology—was evaluated against one simple question: does this strengthen our ability to serve clients?

Growth With Purpose

Sustainable growth requires foresight, not haste. Geographic expansion followed the availability of talent, alignment with culture, and long-term vision.

Intentional growth doesn’t just protect clients; it protects teams. By scaling deliberately, firms reduce complexity, maintain clarity of roles, and ensure each client experience remains exceptional.

Alignment Over Aggression

Aggressive expansion can dilute culture, strain processes, and compromise client service. Intentional growth, by contrast, reinforces the core values of the firm.

It allows leaders to integrate new hires, offices, and technologies in a way that strengthens the firm’s foundation rather than overloading it. Growth becomes an enabler, not a risk.

Key Takeaway

Fast growth impresses headlines. Intentional growth builds institutions. By prioritizing fit, alignment, and purpose, firms like Moneta create durable advisory businesses that scale without sacrificing culture or client trust.

Inspired by Eric Kittner, CEO and Chairman of the Board at  Moneta Group, on the Next Mile podcast. Listen to the full episode and explore related articles in this series.