Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell
Financial Advisor Success
Michael Kitces
4.7 • 719 Ratings
🗓️ 17 March 2026
⏱️ 90 minutes
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Summary
Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channels both through direct-to-consumer marketing and partnerships with other advisory firms.
Adam Dell is the founder of Domain Money, an RIA that operates virtually nationwide, serving 1,400 clients and expecting to generate approximately $10 million in revenue this year. Listen in as Adam shares how his firm built a financial planning software solution from the ground up to address the specific needs of his ideal clients. You'll learn how his firm uses AI to reduce administrative burden (while deciding what must be handled by an advisor, reviewed by a human, or automated entirely), as well as how a tech-forward, flat-fee experience attracts clients who may not fit traditional asset-based fee models.
For show notes and more visit: https://www.kitces.com/481
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the next |
| 0:22.2 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 481st episode of the Financial Advisor Success Podcast. My guest on today's |
| 0:34.8 | podcast is Adam Dell. Adam is the founder of Domain Money, an RIA that operates virtually nationwide, serving |
| 0:41.1 | 1,400 clients and expecting to generate approximately $10 million in revenue this year. |
| 0:46.8 | What's unique about Adam, though, is how his firm has used technology in a flat fee model |
| 0:50.8 | to rapidly scale growth delivering financial planning to next generation clients, |
| 0:54.7 | both internally and as a white-labeled offering for other firms. |
| 0:58.9 | In this episode, we talk in depth about how Adam build a financial planning software solution |
| 1:03.8 | from the ground up to focus on the unique issues facing his ideal target client, |
| 1:08.1 | such as home affordability and equity compensation. |
| 1:12.5 | How Adam is leveraging artificial intelligence tools to reduce the administrative burden for financial advisors at his |
| 1:17.4 | firm and how his firm decides whether a task needs to be performed by an advisor, reviewed by a human, |
| 1:22.2 | or can be automated. And how taking a modern-looking tech forward approach to planning, as well as |
| 1:27.2 | charging on a flat fee basis, has helped his firm attract clients who might not be as receptive to or meet the asset minimums of traditional planning firms that aren't focused on their unique needs and preferences. |
| 1:37.7 | We also talk about how domain is adding approximately 150 clients per month through a combination of paid advertising affiliate relationships |
| 1:45.2 | and a growing number of client referrals, how domain also serves clients by offering a white-labeled |
| 1:50.7 | service for financial advisory firms who attract leads that might not meet their asset minimums |
| 1:55.3 | at the moment, but are a good fit for domain services, offering these other firms the opportunity |
... |
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