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 […]
Tea Leaves and T12s
Predicting the future in financial markets has always felt a bit like reading tea leaves. There are signals, patterns, and indicators, but nothing guaranteed. But when nearly every major Wall Street analyst starts leaning toward the same outlook, advisors would be wise to pay attention. A recent Bloomberg report on AdvisorHub notes that all major […]
The Math Myth of Moving
One of the most persistent fears holding financial advisors back from making a move is the idea that transitioning firms inevitably means losing assets. The logic feels intuitive. Assets were hard won. Relationships took years to build. Walking away from a platform must mean watching part of that book disappear. But time and again, the […]
What Home Alone Can Teach Advisors About A Transition
For many families, Home Alone is a holiday tradition. You know the beats.You quote the lines.You laugh at the paint cans. And if you think about it for more than thirty seconds, you also start wondering how an entire family managed to forget a child, leave him alone for days, and then frame the whole […]
It Takes a Lot of Work to Make a Transition Feel Simple
“It takes a lot of work to make something simple.” — Steve Wozniak Earlier this year, a client told us something that stayed with us. They said the transition felt simple. That word is easy to overlook. In many professions, “simple” can sound like shorthand for quick or lightweight. But in the context of a […]
As 2025 Ends, Why Advisors Should Look Toward 2027
As 2025 comes to a close, many financial advisors are reflecting on a year marked by rapid change and heightened uncertainty. Shifts in the political climate, ongoing economic questions, trade and tariff discussions, and broader cultural tension created an environment where clients needed more communication, more reassurance, and more perspective. For many advisors, that meant […]
LPL’s CEO Just Confirmed What We’ve Been Saying All Along
Going along for the ride just because your broker dealer was acquired is not necessarily the best solution When LPL CEO Rich Steinmeier acknowledged that signing on Commonwealth advisors is taking longer than expected, he confirmed something we have been telling advisors for months. Surprise acquisitions create hesitation. They create questions. And they create a […]
It’s Too Late To Move
We know. That is not the headline you expected from a transition consulting firm. But it is the truth. At this point in 2025, the runway for a clean, well-planned transition is simply too short. Could you still do it? Sure. We have helped advisors identify a new home and complete a move in as […]
From Loyalty to Leaving: Why Top Teams Exit Edward Jones
Why top advisors are crossing the fence and how recent moves reinforce the trend If you’re the kind of advisor who tracks moves, it should come as no surprise that AdvisorHub is reporting this week another move out of Edward Jones, this time a team managing more than $420 million in assets joining Ameriprise Financial […]