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 […]
5 Books For Every FA’s Gift Or Reading List
As 2024 comes to a close, financial advisors have an excellent opportunity to expand their knowledge and prepare for the challenges and opportunities of 2025. Whether you’re looking for your next great read or selecting a thoughtful gift for a colleague, these five books offer insights into emerging trends, global dynamics, and timeless strategies relevant […]
UBS Adopts Best Ball Format In 2025 Comp Plan
UBS has joined Morgan Stanley, Wells Fargo, and Merrill Lynch in unveiling updates comp plans for 2025 aimed at growth and profitability—but not without ruffling some feathers. UBS made waves with its decision to abandon its unique team-based grid rate system in favor of what looks like a “Best Ball” approach, where team members’ payouts […]
When Is the Right Time to Leave Edward Jones?
In wealth management it’s not uncommon for advisors to reach a point where they question if their current firm is helping them reach their full potential—or holding them back. Recently, a Reddit user anonymously shared their thoughts on leaving Edward Jones (EJ) after six years, managing a $70 million book with a $500,000 trailing 12-month […]