Every few years, our industry sounds the same alarm. We are told there aren’t enough advisors. The most recent version of this argument points to data that shows more advisors left the industry than entered it in 2025, with 57,000...

After a decade of consulting inside of founder-run advisory practices, I’ve encountered too many financial advisors who’ve professionally plateaued and struggle to understand why. They call on a CMO to give them a shiny new marketing plan that’s sure to...

For decades, the financial services industry has celebrated the idea of advisor independence. Many advisors entered the profession with the long-term goal of building a business on their own terms or controlling how they serve clients and grow their practices....