Advisor articles.
The complete directory
Practical analysis of advisor movement, transition economics, business-model fit, and the decisions that come before a move.
All articles.
Newest first. Each article includes the underlying sources, related questions, and a companion episode in the Advisor Growth Lab podcast directory.
JUL 08
The clawback math nobody walks you through before the 7-year note
Model the forgivable note as a liability before treating it as a bonus.
JUL 07Your firm just got bought. Read the retention offer before you sign.
Look past the headline number to the term, grid, restrictions, and opportunity cost.
JUL 06How to know if you are actually ready to leave your firm
Separate dissatisfaction with the current firm from readiness to move the practice.
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