Articles, podcast episodes, and source-linked research on advisor movement, transition economics, business-model fit, and practice growth.
Built for experienced financial advisors evaluating what comes next.
Your firm does.
A TAMP, or turnkey asset management program, is an outside platform that runs the investment and back-office side of a practice for you: model portfolios,
An independent RIA is a registered investment adviser firm you own, registered under the Investment Advisers Act with the SEC or your state and held to a fiduciary duty.
If Edward Jones layoffs or a restructuring put your seat in question, treat it as information about the firm's direction, not a verdict on your worth.
A TRO (temporary restraining order) is a short-lived court order, generally expiring after fourteen days under the federal rules,
An advisor considering a move is running two jobs at once: the practice everyone can see, and a project nobody can know about yet.
Short daily episodes on advisor movement, firm changes, transition economics, and practice growth.
Each episode page includes the audio player, full transcript, source links, and related articles.
A practical training on business-model fit, transition economics, portability, practice value, and the questions experienced advisors should answer before considering a move.
Discuss the training