We want to implement the Advisor Meeting Pulse, but our external advisors like our CPA, wealth manager, and M&A lawyer are used to working in silos. How do we introduce this rhythm without creating resistance or driving up billable hours?

Question

Tyler Smith · Accepted Answer

External advisors typically operate in silos because business owners allow them to do so. This lack of coordination often leads to conflicting advice, missed opportunities, and highly inflated billable hours. To solve this, we use the Advisor Meeting Pulse, which is essentially a specialized Level 10 Meeting™ for your external advisory team. To introduce this rhythm without creating resistance, you must frame the meeting as an efficiency tool. Explain to your advisors that they are being brought together to ensure alignment on your ultimate exit objectives. Rather than exchanging dozens of disjointed emails and phone calls, they will meet in a structured, ninety-minute session to identify, discuss, and solve issues collectively. Most professional advisors actually welcome this because it allows them to do their jobs more effectively without getting caught in administrative crossfire. We keep these meetings highly structured. We use a specific scorecard, track clear priorities, and use the IDS® process to tackle the most critical hurdles blocking your exit. By establishing this clear agenda, you prevent advisors from billing you for aimless discussion. This structured approach actually reduces your overall professional fees because issues are resolved faster, decisions are made with input from all disciplines simultaneously, and your exit plan moves forward without costly delays.