Added on March 2026 in Form an RIA
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Summary:
It’s been a good run for many financial advisors. Markets have been strong, businesses have thrived, and plenty of practices have grown without needing to change much at all.
And to be clear: there’s nothing wrong with riding that momentum.
But savvy advisors know that market-driven growth can be a mirage. Rising balances are welcome, of course—but they don’t necessarily mean the business underneath is becoming stronger, more scalable, or more valuable.
Added on March 2026 in M&A Issues
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Summary: Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
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Summary: 3 Weekly Priorities of an Epic Leader: Boost Performance & Growth
Added on February 2026 in Form an RIA
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Summary: What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.
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Summary: Despite the broad market’s fears that Artificial Intelligence tools will replace financial advisors, AI will be a boon for financial advice firms of all stripes, from mega broker-dealers to humble one and two advisor RIAS.
