The financial advisory industry is experiencing a notable shift, with over one-third of advisors expressing openness to changing broker-dealers. This phenomenon, often referred to as

As we settle into the sweet part of summer, financial advisors considering a move to a new broker-dealer might find that there is no better

In an earlier post we imagined how NY Times Best Selling Author Cal Newport would guide financial advisors looking to grow their practice. Newport’s books

Summer often provides the opportunity for more downtime, and time on a beach or in a hammock is a great opportunity to pick up a

Deciding to switch from one broker-dealer to another can be a game-changer for financial advisors. The process, however, can be daunting and filled with numerous

It’s been a few months since we first posted this story and we’ve spoken with a ton of advisors who are weighing their options.  Here