Would You Switch Firms in This Market?
A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets experiencing increased volatility, the timing of a move can […]
DOGE Digging: Uncovering The Hidden Cost Of Your BD Relationship
Love it or hate it, DOGE (the Department of Government Efficiency) is a disruptor, and its core mission of slashing unnecessary government spending might just spur some similar investigations by financial advisors everywhere. If DOGE can shake up federal budgeting, what dusty corners of your own financial arrangements could use a fresh look? Let’s be […]
Start Strong: Why Your Practice Needs a Valuation Now
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 opportunities, and overall worth. Why wait to unlock this critical information? Starting now, at the beginning of the year, positions you for success this year and beyond. Why a Practice […]
What Financial Advisors Can Learn from A.J. Brown’s Sideline Secret
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, Philadelphia Eagles wide receiver A.J. Brown was spotted doing just that. Between drives, while most players were focused on the game or catching a break, Brown had his nose in […]
A 1,563% Spike In Google Searches Has Us Reading Between The Lines On This BD
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 came from an Edward Jones advisor Googling their way out the door, it paints an interesting picture—one that shouldn’t come as much of a surprise. Edward Jones has long been […]
What A Polar Bear Plunge Can Teach You About Your Practice
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 Day, hundreds of brave souls gather at the shoreline, strip down to their swimsuits, and, on the count of three, race into the icy water to welcome the new year. […]
As 2024 Ends, Why Advisors Should Look Toward 2026
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, especially for advisors who are eyeing a transition. As we close out 2024, here are key reasons why 2026 should already be on your radar: Get on the Glide Path […]
Ripped From Reddit: Myth Busting Money Moves
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 when an advisor knows they need a change. However, both anecdotal and empirical evidence overwhelmingly debunks this notion. Take, for instance, a recent post on Reddit by user @playactionpass, who […]
Money Can’t Buy Happiness, But Maybe Moving Can
As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future. Still, skepticism lingers among advisors weighing their options. If you’re one of them, let’s take a […]