Wells Unchained. What Now?
Think about what it takes to rebuild a reputation from the inside out. Not a rebrand. Not a new logo. Not a press release telling the world things are different now. An actual, years-long, grinding rebuild. New leadership. New processes. New controls. One regulatory order at a time, until the last one is gone. That’s […]
What The Whopper Can Teach Advisors
When was the last time you had a Burger King Whopper? I know, I know. We are all supposed to be getting healthier. Fast food burgers may not be on your radar anymore. But think back to the last time you were on the road, hungry, and fast food was your only option. Odds are […]
If You’re Serious About Growth, Measure This
Most advisors treat a valuation like a “someday” document, something you pull out when you’re ready to sell or hand off the practice. That’s not what it is. A valuation is a measurement tool. It’s how you put a stake in the ground, track progress, and make sure the changes you’re investing in are actually […]
The Lesson Behind LPL’s Layoffs
Spring has come early here in the Pacific Northwest. I walked past neighbors already pruning trees. It looked harsh, branches on the ground and clean cuts on the trunk. But good pruning isn’t damage. It’s maintenance. Done at the right time, it removes what’s weak and directs energy to stronger growth. That image came back […]
Walking Before You Run
Today is parade day here in Seattle, which means the city feels a little louder, a little prouder, and a little more united than usual. Winning does that. Rooting for winners does too. And for anyone who watched the big game, the most interesting part of the Seahawks’ win was not the defensive dominance or […]
Don’t Wait to Win: How the Big Game Busts the Rebuild Myth
For years, football has sold us a familiar storyline. A new coach arrives, the team takes its lumps, the front office “gathers assets,” and if everything breaks right, you’re ready to compete in a few seasons. This year’s big game is challenging the old idea that it takes years to rebuild, recalibrate, and contend, with […]
You Got Your Peanut Butter in My Chocolate: The Employee Model That Learned to Leverage Independence
A recent InvestmentNews article underscored the continued momentum behind one of the most unique platform options in the industry, spotlighting Moto Wealth Partners’ move from Fifth Third Private Bank. The team reported roughly $2 billion in advisory, brokerage, and retirement plan assets, a sizable add for the model in a single recruiting event. That model […]
You’re A Free Agent: 2026 Edition
How long have you been with your current broker-dealer? Five years? Ten? Longer? Now a tougher question, and a useful one: Is the relationship still as strong as it was when you signed on? Do you still feel supported in the ways that matter, or have the firm’s priorities quietly shifted away from yours? You […]
Edward Jones Has A Seasoning Problem
Edward Jones does not operate like a typical Wall Street firm that recruits talent, plugs it into a platform, and calls that growth. It operates more like an apprenticeship guild. The firm consistently pulls people into the profession from outside the industry, teaches them the craft, and sends them into communities to build relationships the […]