01 · Chris00:48
Business-model fit
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.
Direct explanations from Chris and Johnny about business-model fit, modern advisor marketing, operating systems, transition economics, and the evidence behind advisor movement. Each finished video will include captions and a searchable transcript.
Design preview. The actual video files and transcripts will replace these posters after recording.
Forgivable notes look like a bonus until you model leaving early. The clawback math in plain, illustrative numbers — before you sign a 7-year term.
An acquisition turns loyalists into shoppers overnight. How to read the headline number, the term length, and the grid math before you sign anything.
Readiness is an evidence question, not a courage question. How to read your book, your math, and your timing — before anyone knows you’re asking.
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.
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