Building an advice business for the millionaire next door - Jeff Thurecht & Marshall Brentnall

“No client wants to be scaled.”

So how do you grow an advice business without making clients feel that they’re just a number? In this episode, we explore how Evalesco balances efficiency, scale, and deep personalisation to serve their “millionaire next door” client base.

Ren sat down with Jeff Thurecht (CEO) and Marshall Brentnall (CIO) to hear how they scaled an advice business with a strong client-care philosophy, team culture, and high-quality practice management systems.

We cover: How to design a client care model that feels truly personal even as your firm grows. Practical tools and processes that lift adviser capacity, including SMAs, workflow design, and AI-driven efficiencies. How to improve client engagement during challenging market conditions.

Timestamps: 00:00 - Intro 02:40 - Scaling The Right Way 08:30 - Systems that Free Adviser Time 12:00 - Automations and AI 16:05 - Culture That Drives Client Care 19:33 - Design Processes Around Relationships 22:32 - Personalised Portfolios at Scale 26:35 - Evalesco's Investment Philosophy 32:52 - Guiding Clients Through Turbulence 35:27 - Client Communication That Works 40:14 - Case Study: Intergenerational Planning

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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

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