narayan
Over the last year, we’ve seen meaningful shifts in how advisors think about growth, long-term strategy, and enterprise-value creation. Some of those changes were obvious. Others were quieter, but no less consequential.
And with 2025 in the rearview mirror, the real question becomes: What does it all mean for the year ahead?
Before this recording, we published our annual Of Myths and Moving article—a retrospective look at the narratives that shaped advisor decision-making in 2025. This conversation builds on that foundation, but with a different objective: to share perspectives on what the road ahead may look like.
Listen in as Jason and Louis discuss:
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The most prominent developments from 2025—and those we believe will continue to compound and serve as inflection points for advisors and firms.
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Evolving deal structures—and what that means for advisors considering change.
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The business models under increasing pressure—and where we expect the most advisor movement to come from next.
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Creative capital constructs—and how it may impact the movement of top teams.
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The realities around growth and scale—and how expectations are shifting across the industry.
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The role of tech and AI—and whether advisors and firms will see advancements as a friend or foe.
It’s an annual episode designed to help advisors think more clearly about the forces shaping their businesses and how to position themselves thoughtfully for what comes next.
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