The Myth of Doing It All

Advisors love control. It’s part of what makes them great. But as Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA), explains — control can also be a trap.

In an industry that celebrates independence, many advisors end up carrying the weight of every decision: compliance, investment management, marketing, client service. Eventually, growth hits a ceiling — not because the business can’t grow, but because the advisor has no time left to make it grow.

Outsourcing isn’t about giving up control. It’s about regaining focus.

By delegating operational and investment management tasks, advisors reclaim their most valuable asset: time — and time is the one thing that compounds faster than money.

Time That Compounds

Matrisian puts it simply: “If I had 20% more time to go out and engage with new clients, I’m going to see a significant increase in the amount of assets I’m able to gather.”

It’s basic math with exponential results.

An extra 8 hours a week spent on prospecting or client conversations can translate into hundreds of new relationships — and millions in additional assets under management over time.

At SEIA, advisors who embrace outsourcing consistently see sharper efficiency, better service delivery, and more balance in their day-to-day work.

Outsourcing doesn’t just save hours — it multiplies outcomes.

The Freedom Multiplier

The best advisors know when to delegate.

When you let technology and trusted partners handle the heavy lifting — data aggregation, rebalancing, reporting, or operations — your capacity for growth doubles. You get to focus on strategy, empathy, and relationships — the parts of the business only a human can do well.

SEIA’s model makes that freedom scalable. Its infrastructure combines integrated technology, back-office support, and investment management solutions that remove administrative friction and give advisors the freedom to focus on what matters most.

Because sometimes the smartest way to grow isn’t to do more — it’s to do less, better.

Why Letting Go Works

Advisors often think outsourcing means losing touch with clients. But the opposite happens.

When you stop juggling every spreadsheet and compliance report, you have the energy to show up for your clients — present, prepared, and focused. That’s what builds trust and drives referrals.

Letting go doesn’t mean stepping back. It means stepping up to higher-value work that moves your firm forward.

These insights are inspired by the latest episode of Next Mile featuring Matt Matrisian, President of SEIA. Hear how he’s helping advisors grow through structure, not chaos.  

🎧 Listen to the full episode here  and explore more articles in this series.