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Corey’s Insights

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Thoughtful guidance, real-world experience, and straight talk for advisors exploring what’s next.

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Banks & Warehouses
BD vs RIA vs Hybrid
Compensation / Negotiation
Due Diligence / Red Flags
Firm Transition
How We Help
Independence / Breakaway
Legal / Litigation
Marketing / Brand / Growth
Team Transitions / Leadership
Tech / Custody / Operations
Tips
Valuation / M&A / Succession
Wirehouse Transition
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Advisor Quick Clips
Case Studies
Guides & Whitepapers
In-Depth Conversations
Podcast

Advisor Quick Clips

Firm Transitions Podcast

Changing Firms — Will My Clients Will Come With Me?

What Financial Advisors Should Expect From the First Call

When Should You Call a Recruiter?

“Cruise Control” Wasn’t Enough for This Edward Jones Advisor

The Actual Payout Independent Advisors Take Home

The Questions Financial Advisors Are Always Asking—My Guidance

Financial Advisor Transition Calculators

Financial Advisor Transition Calculators help advisors evaluate the financial impact of a potential move before making a major decision. Explore factors like transition economics, potential payouts, and long-term value to get a clearer picture of what a transition could look like for your practice.

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Frequently Asked Questions

How do I know if it’s the right time to consider a move?
You don’t know if it’s the right time until you get the right information. Advisors don’t just take a blind leap of faith, they get the information they need to make this decision for themselves. Our firm has most likely helped many advisors from you firm and can help you understand what you would be gaining by moving or leaving behind so you can make a smart decision.
Making an emotional decision or one based off economics almost always leads to mistakes. Moving firms can be very emotional and many advisors are in a prime position to make a decision off of emotions and not logic. Having an objective soundboard like myself can help you stay you stay focused on things that are important to you and not be strayed by shiny objects or things that aren’t relevant to you long term success.
Yes! There is not commitment whatsoever. Whenever you want to stop working together or speaking to different firms, we can simply just postpone the search. There is no contract when working with me.
This is how many of my relationships have started. I have been working with some advisor for 10+ years educating them on the exponentially changing marketplace with no expectations. The smartest advisors in the industry are always looking for the next competitive edge from a tools, technology, and resources standpoint.
It all starts with an initial phone call to learn more about you, the characteristics of your business, and what your goals, wants and needs are. If you don’t know the answers to these questions yet, its ok. I can educate you on industry offerings to help identify your wish list.
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