The Custom Portfolio Revolution: Stop Building What You Can Get For Free
Independent advisors are building their businesses in an industry that continues to change. That makes it important to pay attention to the trends shaping how advisors serve clients, operate their practices, and plan for growth. Silver Oak Founder and CEO @Billy Hopkins recently shared his perspective with Wealth Management as part of its 2026 Midyear […]
JFK Gave America a Deadline. Independent Advisors Need One Too.
In May 1961, five days after Bay of Pigs and five weeks after the Soviets put Yuri Gagarin into orbit, President Kennedy stood before Congress and made a promise: America would land a man on the Moon before the decade was out. NASA was less than three years old. The technology necessary to reach the Moon didn’t even exist yet.
Are the Big Firms Really Listening to You?
Billy Hopkins explores what financial advisors should look for in a partner firm and why long-term vision, support, technology, and community matter more than the biggest offer.
The Advisor’s Guide to Hiring and Developing Next-Gen Talent
Learn how independent advisors can attract, vet, and mentor next-generation talent to build a sustainable, growth-oriented practice.
The Independent Advisor’s Call to Action: Are You Ready to Lead?
Billy Hopkins explores the leadership gap facing independent financial advisors and why mentoring talent, building stronger businesses, and planning for succession are critical to the industry’s future.
The Flywheel Effect: Building Momentum Through Empowered Independence
The Silver Oak Flywheel creates advisor momentum by integrating five core support areas: Community, Business Planning, Technology, Wealth Management, and Financial Planning.
Each component strengthens the others, driving 30% greater efficiency and profitability compared to industry benchmarks.
Advisor Independence Without Isolation: Freedom and Support Can Coexist
Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.
Beyond the Big-Firm Illusion: What Real Independence Looks Like in 2026
Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.
Silver Oak Securities CEO Billy Hopkins Named CEO of the Year at ThinkAdvisor 2025 Luminaries Awards
Silver Oak Securities CEO Billy Hopkins Named CEO of the Year at ThinkAdvisor 2025 Luminaries Awards
Meet Luna: Silver Oak’s Chief Happiness Officer
Meet Luna: Luna brings over 77 years of experience (in dog years) to her role as Chief Happiness Officer, where she oversees all morale initiatives, wellness programming, and spontaneous celebrations.