Why 80% of Advisors Who Switch Firms Never Look Back
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.
Building a Future-Ready Firm: How to Create a Succession Plan Clients Trust and Buyers Value
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.
Silver Oak Securities Names Tom McGuire Director of Strategic Partnerships & Marketing
Veteran Marketing Executive Joins Growing Independent Broker-Dealer to Accelerate Advisor Partnership Strategy Jackson, TN – June 27, 2025 — Silver Oak Securities, Inc., a leading independent Broker-Dealer and SEC-Registered Investment Advisor, is proud to announce the appointment of Tom McGuire as Director of Strategic Partnerships & Marketing. McGuire joined Silver Oak in early 2025 as […]
Five Steps for Breaking Through a Growth Plateau
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.
Can Your Firm Answer This Million-Dollar Question?
Most advisory practices today are beautifully fragile businesses that could collapse overnight.
Why? Because they lack succession planning and, perhaps more importantly, continuity planning.
Unplugged 2025 Recap: Where Innovation Meets Intention
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.
Succession Planning Lessons from Warren Buffett
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 series of relationship-based connections, the company eventually landed in the hands of perhaps the world’s most famous investor: Warren Buffett. Jim Zipursky, who helped facilitate the deal, recently shared this […]
Silver Oak Securities Welcomes B&B Tax and Financial Services, Expanding Michigan Presence
$125M AUM Tax-Focused Advisory Firm Strengthens Silver Oak’s Multi-Service Capabilities Jackson, TN – February 25, 2025 Silver Oak Securities, recognized by Investment News as one of the fastest-growing independent broker-dealers in 2024, announced today that B&B Tax and Financial Services has joined its expanding network. Based in Ovid, Michigan, B&B manages $125 million in client assets […]
Transition Stories: B&B Tax and Financial Services
When switching broker-dealers in 2024 became a disaster, Dan Bukovcic sought another move…working with people he could get on the phone.