Louis Diamond

The data is clear: advisor movement is accelerating. But what matters more is why: • Shifting control dynamics • Evolving business models • More options than ever before We break it down here: hubs.ly/Q0485YnF0

Advisors aren’t just moving—they’re rethinking growth, control, and enterprise value. Our latest report unpacks: • Who’s winning talent • What models are gaining traction • How AI is entering the conversation Explore the full picture: hubs.ly/Q0485M430

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/Q0466nms0

What happens when a top advisor realizes the most “exclusive” opportunities may exist outside the wirehouse? Neil Rubinstein shares why he left Merrill for Rockefeller and how his practice has since more than doubled. hubs.ly/Q047Yt120

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/Q047ncbP0

What happens when success no longer feels like enough? Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital was about more than growth. It was about control, alignment and impact. hubs.ly/Q047CQ8H0

What happens when success no longer feels like enough? Todd Stankiewicz and Joe Castiglie share why leaving Merrill to launch SYKON Capital was about more than growth. It was about control, alignment and impact. hubs.ly/Q047mwSc0

Advisor movement tells a bigger story than the headlines suggest. Our annual Advisor Transition Report launches next week, with a deeper look at the trends, data, and decisions shaping the landscape.

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/Q0466CnS0

Advisors are often told complexity comes with growth. Jason Wenk sees it differently. In my conversation with Jason, he shares why he rebuilt custody from the ground up and why aligned economics matter more than many firms realize. hubs.ly/Q046Z9Mb0

The real question isn’t just “Should I move?” It’s bigger than that. What are you building your career for? 🎧 A thoughtful moment with Tim Krueger on career ownership and the long game in wealth management. Full episode here: hubs.ly/Q046NvRG0

Advisors: This isn’t a book about leaving your firm. It’s a book about making sure you’re in the right place. Should I Stay or Should I Go? offers clear thinking and actionable guidance to help you get there. → Explore the book: hubs.ly/Q046HWfn0

What happens if the firm sues me? It’s one of the biggest fears advisors have when considering independence. In this candid episode, Todd Vincent & Dylan Ripley share how they navigated a lawsuit after leaving Edward Jones, and nearly doubled their AUM.--> hubs.ly/Q046pgR30

Success can create its own constraints. Many advisors today are weighing two competing fears: • Fear of change • Fear of standing still Mindy & Louis Diamond unpack the psychology behind these decisions in our latest Industry Update: hubs.ly/Q046nxWm0

Due diligence shouldn’t feel like a series of random meetings. The best advisor transitions start with a clear, strategic process. Our guide shares 10 practical tips to help advisors evaluate opportunities more effectively. Download the checklist: hubs.ly/Q0464BhB0

Advisory success is evolving. Less about payout. More about scale, ownership, and enterprise value. Listen in to my canversation with Kestra & Stone Point leaders. 🎧 hubs.ly/Q0462t680

Independence ≠ immunity. Even the best advisors can face the “Four Horsemen”: 🐎 Service issues 🧩 Tech gaps 🚫 Compliance roadblocks ⚖️ Too much control Josh Tomolak on why model misalignment drives advisor frustration—and how to fix it. 👉 hubs.ly/Q03Nw8V60

Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better. Read more: hubs.ly/Q03BrP8W0

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in here: hubs.ly/Q03F_Rbc0

Advisor Transitions: Is the Risk Worth the Reward? 5 criteria for advisors to consider when weighing the risk vs. the reward in a move. Read more: hubs.ly/Q03BrRS60