Advisor Transition Architecture
Matthew CurranWhere elite advisors refine how they sell, operate, show up, and serve.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 50 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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Do Financial Advisors Need a Niche in 2026, and Beyond?
I started in this business with nothing at age 22. By 30 I was a divisional VP at Lincoln Financial Group; by 40 I was a Managing Director at Wells Fargo, leading distribution for a $600 million HNW private bank business. I loved the coachi...
How Financial Advisors Compete When Investment Advice Is Being Commoditized by AI
How Do Financial Advisors Compete When Investment Advice Is Being Commoditized by AI?
Financial advisors compete by becoming specific. AI commoditizes the general. It cannot replicate an advisor who has a defined client, a clear proble...
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....
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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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