READING THE TREE LEAVES

Recent research indicates that 80% of advisors who switch firms are glad they made the move, and most wish they had done it sooner. But in spite of this overwhelming satisfaction rate, many remain trapped in situations that waste their time and limit their potential.

Transform your succession plan from a simple exit strategy into a powerful tool for building a future-ready financial advisory firm that inspires client trust and commands premium value.

Many advisors want to grow their practices but feel trapped in a cycle of operational tasks that eat away at their capacity for revenue-generating activities.

But there’s never been a better time to focus on growth. The financial advisory industry is projected to grow at 13% annually, much faster than the national average, with assets under management expected to reach $85.14 trillion by 2028.

And growth is absolutely possible when you take the right steps to offload the noise and focus on what moves the needle.

Most advisory practices today are beautifully fragile businesses that could collapse overnight.

Why? Because they lack succession planning and, perhaps more importantly, continuity planning.

Silver Oak’s Unplugged 2025 brought together the heart of our community—advisors, partners, and team members—for an unforgettable experience grounded in connection, collaboration, and clarity.

When the founder of Louis, a German motorcycle clothing and accessory company, passed away, his widow faced the challenge of selling the business. Through a

While recent surveys show that technology and compensation are leading drivers of advisor transitions, the reality on the ground tells a more complex story. Speaking

In an industry where organic growth has rapidly declined to just 4% annually, many financial advisors find themselves trapped in a cycle of operational tasks rather

Helping financial advisors transition smoothly and fearlessly has been part of Silver Oak’s DNA for years. But as the landscape evolves—thanks to new tech, regulations,

Billy Hopkins has always defied expectations. What he’s learned through 25 years running a B-D is the importance of a great team.  Same with basketball. 

Silver Oak Recognized as the Sixth Fastest-Growing IBD in America by InvestmentNews We didn’t start Silver Oak with the goal of winning awards or earning

If you’ve ever built a house, or added onto your home, you know you need a detailed blueprint before breaking ground. Your contractors won’t just

According to Wealthmanagement.com’s recently released 2023 M&A Outlook, advisory firm activity was on fire in 2022. Seventy percent of respondents to a survey conducted by

“I can’t wait to hear another ‘no’ from compliance” – said no one, ever!

Use the term ‘broker-dealer’ and the connotations are instant: Behemoths. Slow-moving. Inflexible. Stuck in antiquated ways of running a business. Oil tankers or freight trains,

When you think about the financial services space, what comes to mind immediately probably isn’t Loretta Lynn, Johnny Cash, Kurt Cobain, Tom Petty or Joan

It’s been over two years since the SEC introduced the Regulation Best Interest – better known as RegBI – to establish, as the name suggests,

Insurance brokers are bound by rules that other financial professionals aren’t. Both individual firm policies and industry regulations can create significant challenges, especially if you