The Advisor Growth Lab Podcast.
Short episodes for experienced advisors evaluating firm changes, economics, practice growth, and what should come next.
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Start with a subject hub, then choose the article or episode that answers your next question.
Business-model alignment
Business-model alignment means choosing the structure that best supports the clients you serve, the work you want to own, and the enterprise value you want to build—not simply the model with the highest headline payout.
TOPICClient portability and transition planning
A sound advisor transition plan separates what can be prepared privately from what can happen only after resignation, then tests every step against the advisor's agreements, Protocol status, client relationships, and launch plan.
TOPICAdvisor transition readiness
An advisor is transition-ready when the reason for moving is durable, the client and economic assumptions have been tested, the destination criteria are clear, and the next reversible step can be taken without forcing a premature resignation.
TOPICTransition economics and recruiting packages
Advisor transition economics should compare the full term—not just upfront cash—including forgivable-note liability, production hurdles, payout, lost deferred compensation, transition costs, taxes, and the value of equity that may be built.
TOPICPractice valuation, succession, and exit
A practice has transferable value when the advisor owns or controls an asset that a buyer or successor can continue—durable client relationships, recurring revenue, documented operations, and a transition plan—not merely personal production.
Latest episodes.
Episode pages include the audio edition when available, a complete transcript, and a companion analysis in the advisor article library.
The TAMP question for breakaways
Going independent · August 13, 2026
EP 043Independent RIA, explained
Going independent · August 13, 2026
EP 042What an Edward Jones layoff signals
Firm change · August 13, 2026
EP 041When your old firm seeks a TRO
Legal lines · August 13, 2026
EP 040You told clients to plan early, so where is your own exit?
Succession · July 22, 2026
EP 039Four things decide the number, and one comes before the rest
Practice value · July 22, 2026
EP 038Is your book an asset you own, or a paycheck you rent?
Business models · July 22, 2026
EP 037Who owns compliance after independence?
Independence · August 13, 2026
EP 036The road between the cage and the cliff, explained plainly
Going independent · July 22, 2026
EP 035There's a third road most advisors never get shown at this fork
Going independent · July 22, 2026
EP 034You built independence once — is a cleaner version worth a second move?
Going independent · July 22, 2026
EP 033Stuck isn't a verdict, it's a signal — so what do you do with it?
Business-model fit · July 22, 2026
EP 032Fee or commission — which model are you actually building inside?
Business models · July 22, 2026
EP 031Take the check now, or own something in fifteen years?
Deal math · July 22, 2026
EP 030A bigger payout, or more money? They are not the same question
Deal math · July 22, 2026
EP 029When you leave a wirehouse, what actually walks out the door with you?
Business models · July 22, 2026
EP 028Why do half of advisors consider leaving and only a quarter go?
Readiness · July 22, 2026
EP 027Is your book big enough, or are you just measuring the wrong thing?
Readiness · July 22, 2026
EP 026Are you leaving a firm, or quietly choosing who owns your practice?
Going independent · July 22, 2026
EP 025The gap after you resign is the most mappable part
Firm change · July 22, 2026
EP 024Fear is a terrible analyst. Read your book instead.
Portability · July 22, 2026
EP 023Five fields, two lists, and one check you have to run twice
Legal lines · July 22, 2026
EP 022A retirement plan and a succession plan are not the same thing
Succession · July 22, 2026
EP 021You've thought about this for years. That's the normal part.
Readiness · July 22, 2026
EP 020Three afternoon tests that tell you if you own anything
Business-model fit · July 22, 2026
EP 019What actually fills the blank when you go independent?
Independence · July 22, 2026
EP 018Independent of what, exactly? Unpacking the broker-dealer model
Business models · July 22, 2026
EP 017When the product shelf starts to feel like a ceiling
Going independent · July 22, 2026
EP 016Leaving Edward Jones: four knowable things, worked in order
Firm change · July 22, 2026
EP 015No Protocol, no safety net: how does a wirehouse exit really work?
Portability · July 22, 2026
EP 014Why should resignation day be the most boring day of your move?
The move · July 22, 2026
EP 013Can you really look around without your manager hearing about it?
Readiness · July 22, 2026
EP 012Will your clients follow you, or is that just the fear talking?
Portability · July 22, 2026
EP 011Is that deferred comp number really as big as it feels?
Deal math · July 22, 2026
EP 010Is the deal really covering your income gap, or just the headline?
Deal math · July 22, 2026
EP 009Why do two offers with the same number feel so different?
Deal math · July 22, 2026
EP 008Why does the middle of a move feel like a blur?
Transition planning · July 22, 2026
EP 007Do you own a practice, or just a very good job?
Practice value · July 21, 2026
EP 006Why it feels like you're fighting your own firm
Business-model fit · July 21, 2026
EP 005Will your non-compete actually hold up?
Legal lines · July 21, 2026
EP 004Seven steps from a private decision to day one
Transition planning · July 21, 2026
EP 003The real math behind a 7-year forgivable note
Transition math · July 8, 2026
EP 002What to do when your firm gets bought
Firm change · July 7, 2026
EP 001Are you ready to leave, or just having a bad quarter?
Readiness · July 6, 2026
The six stages of advisor growth
Practice growth · Planned episode
Is your business model still working for you?
Business-model fit · Planned episode
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