Real Stories from Real Advisors
Straight talk on custodian evaluations, deal terms, transition logistics, and firm architecture. No fluff, no sales pitch—just the essential information you need to know.
COUNTISS WEALTH MANAGEMENT
A Father-Daughter Team’s Breakaway from Edward Jones to LPL Financial
20%
Increase in the team’s transition package
THE CHALLENGE
OUR ROLE
THE OUTCOME
A father-daughter team wanted more independence and investment flexibility, with greater clarity around transition offers.
Muriel used market data and strategic negotiation to strengthen the team’s transition package.
A 20% increase in their transition package, supporting a confident move to LPL Financial.
BRENT MANNEBACH
Finding the Right Fit—An Advisor’s Strategic Transition
A firm that fits.
A clearer way forward.
THE CHALLENGE
OUR ROLE
THE OUTCOME
Staffing challenges and firm limitations prompted an advisor to reassess the future of his practice.
Muriel curated local opportunities and provided financial analysis to clarify the transition economics.
A firm aligned with his leadership style, business goals, and long-term vision.
What could your next chapter look like?
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