https://advisorgrowthlab.com/resources/ Articles and podcast transcripts for experienced financial advisors evaluating transitions, business-model fit, economics, and practice growth. en-us Tue, 14 Jul 2026 16:00:00 -0400 https://advisorgrowthlab.com/resources/podcast/forgivable-note-clawback.html https://advisorgrowthlab.com/resources/podcast/forgivable-note-clawback.html Wed, 08 Jul 2026 08:00:00 -0400 A practical explanation of forgivable-note economics, remaining balances, and the clauses advisors should understand before signing. https://advisorgrowthlab.com/resources/forgivable-note-clawback.html https://advisorgrowthlab.com/resources/forgivable-note-clawback.html Wed, 08 Jul 2026 07:00:00 -0400 Model the remaining balance, repayment triggers, and full-term economics before signing a financial advisor forgivable note. https://advisorgrowthlab.com/resources/podcast/retention-offer-after-acquisition.html https://advisorgrowthlab.com/resources/podcast/retention-offer-after-acquisition.html Tue, 07 Jul 2026 08:00:00 -0400 How advisors can evaluate a retention offer, business-model changes, and the choice to stay or move after an acquisition. https://advisorgrowthlab.com/resources/retention-offer-after-acquisition.html https://advisorgrowthlab.com/resources/retention-offer-after-acquisition.html Tue, 07 Jul 2026 07:00:00 -0400 Evaluate the amount, term, restrictions, grid, and opportunity cost before signing a retention offer. https://advisorgrowthlab.com/resources/podcast/am-i-ready-to-leave-my-firm.html https://advisorgrowthlab.com/resources/podcast/am-i-ready-to-leave-my-firm.html Mon, 06 Jul 2026 08:00:00 -0400 A private framework for separating temporary frustration from real transition readiness. https://advisorgrowthlab.com/resources/am-i-ready-to-leave-my-firm.html https://advisorgrowthlab.com/resources/am-i-ready-to-leave-my-firm.html Mon, 06 Jul 2026 07:00:00 -0400 Read your book, economics, timing, and life before anyone knows you are asking.