About The Scaling Advisor
The Scaling Advisor wasn’t created as just another content project.
It was built from years spent inside real advisory firms: fixing messy operations, designing workflows, building teams, and helping advisors take control of their backend.
Who’s Behind It?
The Scaling Advisor was created by Mohammad Aamish Aaftab CFP®, based on years of real-world experience working inside advisory firms building workflows, training offshore teams, and supporting solo advisors through backend chaos.
What we discovered is simple:
Most advisors don’t struggle with strategy.
They struggle because their operations are reactive, not intentional and that’s what holds them back.
The Scaling Advisor is an education-first initiative by Aamish Aaftab, backed by his team at The CollabHub — our trusted implementation partner for backend systems.
For advisors seeking personalized 1:1 consulting on systems, workflows, or operations, Aamish also works directly through his personal consulting brand — AamishAaftab.com.
Why This Exists?
The Scaling Advisor is an education-first platform that distills everything we’ve learned behind the scenes into systems, templates, and content advisors can actually use.
We teach financial advisors how to build scalable operations using systems, delegation, and structure through videos, breakdowns, templates, and practical insights.
No fluff.
No regurgitated theory.
Just what works operationally.
Need Help Implementing?
When advisors are ready to bring these systems to life, we often connect them with vetted backend support via The CollabHub – our trusted implementation partner.
But for now, this space is all about education – pure and practical.