Articles & Industry Analysis
THE READING ROOM
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.
Sometimes ChatGPT Says It Best
A lighter look at the work behind advisor transitions, better deals, and building a business.
5 Signs You’re Playing Small
Recognizing when comfort and familiarity may be holding back the practice you want to build.
Why Building Something Real Feels Like Breaking and Becoming On Repeat
The emotional ups and downs of building a business—and the people who help you keep going.
The 4 Types of Advisors: How Do You Approach Career Change?
Four approaches to career change, and how recognizing yours can help you make a more intentional move.
Am I Underpaid?
A closer look at compensation, firm economics, and why your payout grid tells only part of the story.
Why Owning Your Practice is the Best Move Yet
What ownership can mean for your autonomy, long-term equity, and the future of your practice.