Derrick Kinney shares why fear is part of success—and how advisors can use purpose and generosity to grow stronger, more resilient businesses.

Advisors are selling for record-breaking multiples—but only if they know how to position their firms. In this episode, Scott DiGiammarino breaks down what drives today’s valuations, how private equity buyers think, and why waiting to sell could be your biggest risk.

What if smoother transitions, stronger loyalty, and more referrals had less to do with paperwork—and everything to do with mindset? In this episode of Advisors Off Script, host Shelby Nicholl sits down with Libby Greiwe, founder of The Efficient Advisor, to explore the client mindset at transition and why overlooked psychology—not process alone—often determines trust, confidence, and long-term retention.

Brooklyn Brock, CFP® and third-generation advisor, knows firsthand how complex exit planning can be—especially when family is involved. In this episode, she shares how her personal experience shaped a mission to help advisors plan their own transitions with clarity and intention. Whether you're years from retirement or thinking about your next move now, this conversation will shift how you think about freedom, value, and letting go.

Want to keep more of what you earn AND turn tax conversations into deeper client relationships? Shelby Nicholl sat down with Catherine Tindall, CPA, CEO of Dominion Enterprise Services, who only works with financial advisors on proactive tax planning. And let me tell you — she’s not your average CPA.