For years, advisors focused on payouts, platforms, and transition packages.
Today, the conversation is different.
Ownership matters. But what that ownership enables matters even more.
Read it here: https://t.co/NZ3ELYZ8KU
Recruiting deals may grab headlines, but sophisticated advisors evaluate far more: culture, flexibility, ownership, client experience, and long-term enterprise value.
Jason and I discuss it all here:
https://t.co/Tjb58vZTVp
The best advisors are constantly looking for ways to deliver more meaningful value. This episode explores how AI is transforming estate planning into a more continuous, advisor-led client experience. https://t.co/blcExn0WP9
The best transitions aren’t rushed. Ricky Smith spent a year evaluating 12 firms before leaving Edward Jones after 30 years to build Inspired Wealth Planning. A thoughtful conversation on ownership, alignment, and long-term vision.
https://t.co/I5pWzhbyTQ
Clarity is not the same as disruption. For advisors, it can be an invitation to pause, reassess alignment, and determine whether their firm’s future still supports their own. https://t.co/IsX5HWr9Ij
When advisors evaluate change, the “why” and “what’s next” matter more than ever. Jason and I discuss the new priorities shaping due diligence and transitions today. https://t.co/1Wpyf2wEXH
Many advisors have stayed a long time.
Fewer have stayed intentionally.
Longevity is about endurance.
Intention is about choice.
The later chapters of a career deserve just as much design as the early ones.
The most interesting transitions often start with one question: Can I truly build the business I’m encouraging my clients to build? Ben Domingue’s move from UBS to independence is a powerful example. https://t.co/Kbhsiajahr
The most overlooked growth constraint? Capacity.
James Conole highlights the importance of building both a prospect pipeline and a talent pipeline—and why imbalance creates risk.
https://t.co/exrPph54Zi
I enjoyed this conversation with Wen Nottebohm of Cresset on building credibility, navigating complexity, and why next gen success today is about more than just tenure. A strong listen for advisors at any stage. https://t.co/QTlUvZtRN0
More choice in independence is a good thing—but it requires clarity. Are you solving for better support, or greater control? The distinction defines your next move. https://t.co/uY3as7iRSH
What if independence didn’t mean going it alone—but instead meant joining a more open, collaborative community?
That’s exactly what many advisors discover on the other side.
https://t.co/0Q3yidW4S2
For years, advisors chose between transition capital and independence. That may be changing. Louis and I break down private equity’s growing role in the breakaway space: https://t.co/5BwVT81Org
Growth doesn’t have to begin with a book of business.
James Conole built a $2.4B firm from scratch by focusing on content as a true acquisition engine—not just marketing. A compelling example of designing the business first.
https://t.co/1bKx4Tqgfn
Advisors don’t make changes lightly.
When they do, it’s rarely just about compensation—it’s about alignment, control, and the future of their business.
This year’s report offers perspective:
https://t.co/qR1T7cjnfG
Exploring your options as an advisor?
Start with a plan.
Without a structured due diligence process, it’s easy to get lost in firm pitches instead of focusing on what truly matters.
Download our guideto help you navigate exploration strategically.
https://t.co/WJoyv1JdCg
Brian Pultman’s story is a reminder that independence isn’t about chasing a deal. It’s about alignment, intentionality, and creating a business that reflects who you are and how you want to serve clients. https://t.co/lTr0rXXEOh
For advisors building modern firms, the question is no longer just who holds assets, but whether the platform supports scale, efficiency, and client experience. Louis Diamond’s conversation with Jason Wenk is worth a listen. https://t.co/cshspoMDCY
Advisors don’t leave because something is broken.
They leave because something no longer fits.
Ryan Guth’s story is a powerful example of building a business aligned with your vision and your clients. https://t.co/wcvziNTORA
Advisors don’t make changes lightly.
When they do, it’s rarely just about compensation—it’s about alignment, control, and the future of their business.
This year’s report offers perspective:
https://t.co/c7PSzrymOX