Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 320 second episode of the Financial Advisor Success Podcast. My guest on today's

podcast is Kent Scornia. Kent is the founder of Crilogy, an independent

RIA based in St. Louis, Missouri, that oversees nearly $2 billion in assets under management

for 1,800 client households. What's unique about Kent, though, is how to grow advisors within

Krillogy, he created an internal training system that focuses on mentorship, education, and

especially the

core activities that newer advisors need to learn to gain deeper knowledge of financial planning,

and more importantly, to get started in growing their own book of business over time.

In this episode, we talk in depth about how Kent developed the Crilogy Advisor Development

System, or CADS, for short, a proprietary training system that pairs newer Krillogy advisor development system, or CADs for short, a proprietary

training system that pairs newer Krillogy advisors with senior advisor mentors to support the

advisor's client base while training on and practicing the activities it takes for them to grow

their own book of business and eventually become senior advisors themselves.

How Kent and his firm implemented a 021 F8 activity tracking sheet based on a combination of the concepts from the book,

0 to 1 by Peter Thiel and the 75 Hard Fitness Challenge, which compiles a list of fundamental

activities that newer advisors in the CADs program should focus on with the intent that,

much like building muscles, the scheduling and repetition of the activities will build their

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