Ox Road Capital crossed $1B in AUM just 225 days after leaving UBS. Michael Lee and Steve Armaly share why they chose long-term ownership over recruiting economics and how they navigated a non-Protocol move. hubs.ly/Q04BrGzx0

Growth isn’t just about adding assets. It’s about creating the capacity to serve clients and build a stronger business. AssetMark CEO Michael Kim joins Jason Diamond to discuss how advisors can do both. hubs.ly/Q04xG7YG0

There’s no single blueprint for building an RIA. But there are key decisions every advisor needs to make along the way. Our new RIA Builder’s Blueprint breaks down four foundational pillars to consider when designing a strong independent firm. --> hubs.ly/Q04tTpZV0

Staying at your current firm may be the right move. But when was the last time you actually evaluated it? Jason Diamond shares 4 factors advisors should consider to ensure staying is a choice, not simply the default. hubs.ly/Q04tKqZ60

What should advisors look for in a platform partner? Shannon Spotswood, CEO of RFG Advisory, joins Jason Diamond to discuss growth, enterprise value, private equity, and building a business without compromise. hubs.ly/Q04tHYdL0

100% of your own firm or a smaller piece of a much larger enterprise? Patrick Larkin explains how he evaluated growth, equity and long-term opportunity when deciding to merge Oak Hill with Cerity Partners. hubs.ly/Q04sVPG90

The decision to stay or leave shouldn't be driven by headlines, recruiting offers, or frustration. It should be driven by strategy. Should I Stay or Should I Go? offers a framework to help advisors evaluate their options with clarity. 📖 hubs.ly/Q04r8zhp0

The question isn't simply "IBD or RIA?" It's: Which model best supports the business, clients, and future you're trying to build? Josh Tomolak and I unpack how today's independent landscape has changed. hubs.ly/Q04r1_DG0

What role will AI play in advisor movement? The advisors who benefit most from AI won't be the ones with the most data. They'll be the ones who combine better information with better judgment. That's the real competitive edge.

RIA or IBD? Both offer independence, but they deliver it differently. Our latest article explores the key differences in autonomy, support, enterprise value, transition economics, and more to help advisors choose the right path. hubs.ly/Q04qVs-j0

What separates a great advisory business from an exceptional one? Often it's the ability to solve problems that have nothing to do with investments. Constantine Hatzivassiliou shares how Certuity built nearly $5B through trust and referrals. hubs.ly/Q04qTRCm0

What changes after independence? Everything. Matt Kilgroe joins me to discuss scaling Cyndeo from $1.2B to $3.5B, attracting talent, minority capital, enterprise value, and the mindset behind building toward $25B. hubs.ly/Q04qDLJQ0

The question isn't whether advisors can find information anymore. They can. The question is whether they can separate signal from noise when making one of the biggest business decisions of their careers. hubs.ly/Q04q8v5H0

Advisors spend years creating more flexibility and optionality. Ironically, success can make strategic decisions even harder. Jason Diamond's latest column examines why clarity, not more choices, is often the competitive advantage. hubs.ly/Q04nNYG40

Ownership structure matters. But the most important question is whether the firm's direction, leadership, and resources help you build long-term enterprise value. Labels can change. Alignment is what lasts. Read it here: hubs.ly/Q04jCZhz0

The biggest advisor transition mistake? Evaluating firms before getting clear on what you actually want for your business, clients, and future. Mindy and Jason unpack the real due diligence process in this replay episode. hubs.ly/Q04j9ykV0

Estate planning is no longer just a document-driven process. My conversation with Rafael Loureiro of hubs.ly/Q04hnpsN0 explores how AI can help advisors identify gaps, deepen planning, and stay proactive with clients. hubs.ly/Q04hn5qF0

After 30 years at Edward Jones, Ricky Smith took a deliberate path to independence, evaluating 12 firms before launching Inspired Wealth Planning, now managing $1.25B+ in assets under care. Smart, strategic, intentional. hubs.ly/Q04gB9G50

When a firm makes its priorities clear, advisors gain something important: the chance to assess congruence. Barbara Herman explores why clarity can be a catalyst for strategic reflection. hubs.ly/Q04gd90l0

Advisor due diligence has evolved. Today, the questions go beyond transition mechanics to AI, enterprise value, stability, and long-term flexibility. Listen here: hubs.ly/Q04d-LsN0