Inside Advisor Transitions

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For honest conversations about what’s happening in advisor transitions

Who This Is For

This publication is for advisors who are looking for ideas and guidance for an upcoming transition:

  • Going independent, leaving a wirehouse

  • Upgrading your existing RIA, BD, or OSJ

  • Selling your practice to an aligned firm

What We Talk About

As someone who has been in the transition space for 10+ years, I see the gap between what advisors read about and how transitions actually happen.

Advisors already know transitions are complicated. We need better information to set better expectations.

These are stories and observations about what we are seeing from our boots-on-the-ground vantage point.

What to Expect

You’ll get an email every other week with content capturing the most important conversations I have with the advisors I’m working with.

You’ll also get ungated access to the resources we are putting out to help you build your perspective on the future of your own business.