Don’t chase the biggest payout. Build a one‑page model that shows what you actually keep after fees, tickets, service and time costs.

The point of this 90-day plan is to replace vague frustration with concrete facts.

Let's take a quick look at what I am seeing.

Would it bother you if your recruiter won't recommend Firm B, even if they might be a better fit, because they will lose out on a quarter million in revenue?

Everything you enjoy about your W-2 or big brand experience can be replicated (and done better) by the modern independent space.

When I’m working with an advisor, I’m not just booking intros with a dozen firms and hoping one feels good.

Going independent is a powerful first step, but it’s not always the last one.

Continuity is a gift when you’ve spent your life building an excellent practice.

If you’ve been thinking about what comes next — even quietly — now’s the time to start asking questions.

There’s a lot of noise in the industry right now about upfront money.

In this moment of consolidation, noise, and new capital, there’s a real difference between hearing something through the grapevine and actually knowing your options.

If you’re questioning whether your platform still aligns with your business goals, now is the time to explore your options.

If you’re part of an RIA, a broker-dealer, or an OSJ and you’re starting to think about selling your book, the easiest path is often the one right in front of you.

There’s a quiet truth in this industry that few buyers are rushing to put in a deck: Some of the best-run advisory firms are intentionally overstaffed.

Advisors often make decisions based on surface-level data points—and then find themselves second-guessing that move just a few years later.

Selling a slice of your business isn’t a bad move. But it’s not a neutral one either.

The Commonwealth acquisition by LPL is a great case study in the world of advisors and recruiters.

I recently sat down with John Napolitano — advisor, “recovering CPA”, and someone who’s done something very few have actually pulled off in this business: built a real succession plan.

Since the world is all buzzing about AI replacing human jobs, I asked it to do mine recently.

There’s no right or wrong answer. Some advisors love the business side others just want to serve clients at the highest level without getting bogged down in operations.