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The new shape of independence: Why the next era of advisor success isn’t about doing it alone—it’s about leverage
Advisors have been sold the same story for decades: To find success, step one is to escape the wirehouse; step two is to start your own independent practice. Going out on your own has typically been considered the only available escape from wirehouse constraints,...
The multiples are real. But do the numbers fit you?
If you’ve been reading the headlines, you may think recent advisory M&A activity sounds too good to be true. With some practices achieving 12-15x EBITDA, or even higher in standout deals, the question becomes, “Do these numbers apply to my book?” While the...
Your tax offering is either a differentiator or a liability
In today’s competitive wealth management landscape, many affluent clients have come to expect more from their advisors than solid investment returns. They seek a wide range of strategies that work together to grow and preserve their wealth, and proactive tax planning...
Why advisors don’t need more freedom
In a quest for independence, many wealth advisors focus on freedom, believing that true independence means owning their own business outright, eliminating all forms of oversight, setting their own rules, developing their own processes and operating without...
How much complexity is too much? Rethinking the way your firm is built
If you’re like many advisors launching your own firm, you start with the best intentions. You implement workflows and technology to track client data, communicate effectively, produce reports and provide your clients with the information they need. Along the way, you...
The succession trap: Why internal transitions fail more often than expected
Throughout your career as a wealth advisor, you’ve spent time fostering client relationships, refining your process and growing your practice. You may also have counseled business-owner clients on their succession planning strategies. Yet when it comes time to...
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