narayan
There’s been a noticeable shift in how advisors approach decisions about their business. Not necessarily in whether they’re exploring change, but in what they focus on when they do.
A previous conversation, called The Advisor Transition Playbook, covered the mechanics of a move: how due diligence works, what a transition actually entails, and how to think through the process.
What’s become more apparent since then is that the inputs to that process are evolving. While the traditional drivers remain, additional considerations – some of which didn’t even exist a few months ago – have been layered on top. Things like:
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Artificial intelligence or AI—and not just as a tool, but as a differentiator that advisors are starting to diligence more seriously.
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Enterprise value—showing up in conversations even for advisors who don’t technically “own” their business but are thinking more critically about what they’re building over time.
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Stability, ownership, and flexibility—what happens to the firm itself, and whether advisors retain the ability to adapt again if circumstances change.
In this episode with Mindy Diamond, she and Jason explore what they’re seeing in real-world conversations. They unpack the newer triggers of advisor movement and the impact on how decisions are being made today.
It’s a deeper dive into what advisors should know about due diligence and transitions, with actionable advice on areas to cover and steps to take for an effective, efficient process in the new world order.
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