Are you maximizing the potential of your financial advisory practice? A certified practice valuation offers financial advisors unparalleled insights into their firm’s financial health, growth
NFL sidelines are full of action—players celebrating, strategizing, or catching their breath. But reading a book during a game? That’s a first. This past weekend,
Google’s data rarely lies, and last week, searches for “how to quit Edward Jones” were up an eye-popping 1,563%. While we can’t confirm every search
If you live somewhere cold and near a body of water, you’re likely familiar with the tradition of the Polar Bear Plunge. On New Year’s
Undoubtedly, lots of good things will happen in 2025 and we don’t want to skip over it completely, but 2026 might be where it’s at,
A pervasive myth has haunted financial advisors considering a broker-dealer transition: that assets are difficult to move. This belief fuels hesitation and prolongs decision-making, even
It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.
If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.
There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.
The real question is: Which model makes the most sense for your business goals and lifestyle?
To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.
Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.
Want the full breakdown? Check out our blog post: How We Get Paid
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.