News & Insights

A growing number of small and mid-sized RIAs are choosing to close their standalone firms and join larger platform RIAs. This shift isn’t about giving up independence—it’s about redefining it in a more sustainable, scalable way. As operational demands increase, advisors are rethinking how to protect their time, serve clients effectively, and position their businesses for long-term success.

Most advisors didn’t enter this business to become marketers—but in today’s digital-first world, visibility matters. This post breaks down simple, effective strategies to help you build a professional online presence, educate your audience, and grow your firm with consistent, client-focused marketing.

A strong succession plan isn’t just about retirement—it’s about protecting your clients, preserving your legacy, and building a firm that can thrive beyond you. As we hit the mid-year mark, now is the time to assess your progress and begin thinking more intentionally about what comes next.