BUILD YOUR LEGACY HERE
BUILD YOUR LEGACY HERE
To run an independent firm successfully, you need to be able to stay on top of industry trends and practice management best practices that directly affect you and your clients.
To run an independent firm successfully, you need to be able to stay on top of industry trends and practice management best practices that directly affect you and your clients.
Silver Oak is committed to maintaining a finger on the pulse of the latest news and providing the timely resources and support that empower your best work.
Silver Oak is committed to maintaining a finger on the pulse of the latest news and providing the timely resources and support that empower your best work.
News and Insights
Hear from our financial professionals about what makes Silver Oak special. Learn why our commitment to partnership and innovation sets us apart.
Learn about how we create value for clients, financial professionals, and the company. Discover how your career can thrive within our supportive environment.
Experience the freedom to build your practice your way. Hear how our focus on service, technology, and a shared mission sets us apart.
Discover a unique blend of entrepreneurial spirit and collaborative teamwork. At Silver Oak, you’ll find empowerment, support, and a strong sense of community.
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 accolades. Our CEO, Billy Hopkins, founded the firm with a simple but unique vision –…
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 start framing without a plan in place for the materials, costs, roles, and process. A…
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 Wealthmanagement.com and Informa Engage indicated that their firm had explored an acquisition, sale or merger…
“I can’t wait to hear another ‘no’ from compliance” – said no one, ever! Despite advancements in the financial advice industry, many financial professionals continue to run up against archaic rules, broken infrastructure, and an out-of-touch product and service model. …
Schwab’s Insurance Requirements and New SEC Regulations Drive Up Barriers to Independence In 2019, commission-free trading was the shot heard ‘round the custodian world—arguably, the shot that launched the race to the bottom as the proverbial big guns, Schwab, TD…
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, if you want to get metaphorical about it. And the traditional broker-dealer service model evokes…
Resources for the Independent Financial Professional
In this guide, we’ll help you evaluate your goals for the next ten years of your business, and provide a roadmap for how to achieve them, whether you’re looking forward to retirement, preparing your firm for a transition, or entering your next phase of growth.
Breaking up is never easy. That’s why we put together this 5-step guide for you to get back to working at the more personal firm you know and love.
The BluePrint Podcast
A podcast for financial professionals, by financial professionals, BluePrint is a guide for those on the path to independence. Listen to the most recent episodes.
Episode Six: The Importance of Planning and Creating a Process with Adam and Meredith Dekker
Episode Five: Why You Need a Reliable Partner in an Unpredictable Market with Brad Kasper
The Silver Oak Newsletter
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