Mindy Diamond

For years, advisors chose between transition capital and independence. That may be changing. Louis and I break down private equity’s growing role in the breakaway space: hubs.ly/Q049V9LV0

Growth doesn’t have to begin with a book of business. James Conole built a $2.4B firm from scratch by focusing on content as a true acquisition engine—not just marketing. A compelling example of designing the business first. hubs.ly/Q049QrBd0

Advisors don’t make changes lightly. When they do, it’s rarely just about compensation—it’s about alignment, control, and the future of their business. This year’s report offers perspective: hubs.ly/Q049V1lW0

Exploring your options as an advisor? Start with a plan. Without a structured due diligence process, it’s easy to get lost in firm pitches instead of focusing on what truly matters. Download our guideto help you navigate exploration strategically. hubs.ly/Q049Qsmw0

Brian Pultman’s story is a reminder that independence isn’t about chasing a deal. It’s about alignment, intentionality, and creating a business that reflects who you are and how you want to serve clients. hubs.ly/Q049FpDJ0

For advisors building modern firms, the question is no longer just who holds assets, but whether the platform supports scale, efficiency, and client experience. Louis Diamond’s conversation with Jason Wenk is worth a listen. hubs.ly/Q049gtJd0

Advisors don’t leave because something is broken. They leave because something no longer fits. Ryan Guth’s story is a powerful example of building a business aligned with your vision and your clients. hubs.ly/Q0493Wlr0

Advisors don’t make changes lightly. When they do, it’s rarely just about compensation—it’s about alignment, control, and the future of their business. This year’s report offers perspective: hubs.ly/Q049cSZP0

With more choice comes more complexity. The key isn’t just knowing your options—but understanding how they compare. Our latest resource helps bring the full landscape into focus. hubs.ly/Q049444R0

The real question isn’t just whether to stay or go. It’s whether your current environment lets you build the business you actually want to own. That’s the conversation behind this week’s episode: hubs.ly/Q0485ZJ70

11,000+ advisor moves in one year tells you something is shifting. The question is: what does it mean for you? Our 4th Annual Advisor Transition Report offers a clear, objective look at what’s next. Download here: hubs.ly/Q0485Mvf0

When advisors consider a move, one question matters most: How much of my business will come with me? Portability involves more than assets. It’s about relationships, products, and expectations. Download our portability guide: hubs.ly/Q0466FGY0

Advisors look for answers. Which firm. Which model. Which path. But meaningful progress starts with better questions: What do I want this business to become? What am I no longer willing to tolerate? What would better look like? Questions create clarity. Answers come later.

In my conversation with Neil Rubinstein, we unpack what prompted him to leave Merrill, why Rockefeller felt “independent enough,” and how that decision positioned his team for meaningful long-term growth. hubs.ly/Q047Yrd70

Strong markets can grow balances. They do not automatically build stronger businesses. The advisors creating lasting enterprise value are doing something else: building teams, talent pipelines, scalable systems, and succession plans on purpose. hubs.ly/Q047n9Vq0

For many advisors, the real question isn’t whether they’re successful. It’s whether they’re building a business that reflects their vision. This conversation with SYKON Capital explores that distinction powerfully. hubs.ly/Q047CJmq0

For many advisors, the real question isn’t whether they’re successful. It’s whether they’re building a business that reflects their vision. This conversation with SYKON Capital explores that distinction powerfully. hubs.ly/Q047mS4m0

Next week, we’ll release our annual Advisor Transition Report. A deeper look at the advisor movement, recruiting trends, and business model shifts shaping the industry today.

The strongest advisor transitions aren’t built when a deal appears. They’re built years earlier through preparation, structure, and strategy. Our guide outlines steps you can take now to strengthen portability and optionality. Download: hubs.ly/Q0466FPh0

Scale should create momentum, not more friction. In our latest episode, Louis Diamond sits down with Altruist founder Jason Wenk to discuss custody, infrastructure, and what forward-thinking advisory firms should be watching next. hubs.ly/Q046Z97M0