Advisor Transition Architecture
Matthew CurranWhere elite advisors refine how they sell, operate, show up, and serve.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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Summer Is a Good Time to Reset Your Referral Partner Strategy
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The Main Idea
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Many advisors enter the year with strong intentions around referral partnerships.
Then life happens.
Clients need attention. Markets move. Teams get busy. Referral partne...
The Firms That Win the Next 10 Years Will Feel Smaller, Not Bigger
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A lot of advisory firms are defaulting to get bigger right now.
More offices. More advisors. More acquisitions. More platforms. More layers.
The industry keeps rewarding scale. More AUM. More revenue. Higher valuations.
RI...
Supported Independence Is Not Just Competing for Traditional Advisors. It Is Competing for Private-Bank Talent.
For years, the wealth-management industry framed the independence movement as a battle for wirehouse financial advisors.
Wirehouses versus RIAs. Captive versus independent. Employee versus entrepreneur.
But that framing is now too small....
The Advisors Business Owners Trust Most
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Most advisors think business owners want sophistication first.
Tax ideas. Estate structures. Private investments. Exit planning.
Those things matter.
But they usually come later.
First, business owners look for something...
How Top Advisors Evaluate a Firm (The Same Way Investors Evaluate Startups)
I have been working closely with - and mentoring - fintech startup founders for a few years now. We focus our time on messaging a clear value proposition to investors.
That experience informs my advice to financial advisors around how they...
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Authors
The writers behind this newsletter.
I write about topics that matter to wealth management teams - with my perspective after 25+ years in the industry coaching hundreds of advisors.
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