Show highlights include:

-Why focusing only on upfront payouts can leave money on the table.

-How growth-minded advisors evaluate leadership, technology, and firm culture.

-What truly separates firms that say they help you grow from those that actually do.

-Why due diligence matters more than most advisors realize.

-The importance of viewing your firm as a long-term partner, not a temporary stop.

If you’re considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Show highlights include:

-The difference between being a practitioner vs. a true business owner.

-Why growing too fast can break your systems, operations, and culture.

-How to scale without sacrificing your core values.

-Why “making the right move” matters more than making the next move.

-How to define your ideal client avatar beyond just AUM.

-Why more RIAs are exploring M&A - and what’s driving the trend.

If you’re thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won’t want to miss.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Key Highlights:

-How long it really takes to prepare and execute a successful move.

-What you can - and can't - say to clients during a transition.

-The emotional cost of waiting too long to leave.

-Why your assistant should be part of the due diligence process.

-Using the transition conversation to grow your book of business.

-Legal tips for navigating non-protocol firms.

-The value of having a transition project manager on your team.

Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.

Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/