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At some point, the focus shifts. The work becomes less about performance and more about purpose. Who, exactly, is the practice being built for? A reflection on legacy, direction, and
Few advisors make the wrong decision outright. More often, they delay a decision that eventually makes itself. What begins as patience can, over time, become a quiet form of acceptance,
It is a question most advisors acknowledge, but few fully explore. Not because it lacks importance, but because it forces a different kind of thinking. Beyond portfolios and performance, it
Advisors evaluating independence tend to focus on compensation, platforms, and client retention. Those matter. But several less obvious steps influence whether a transition succeeds. A look at what often gets skipped, and why those omissions tend to surface later when they are harder to address.
