Key topics include:

-The core differences between direct affiliation and OSJ / enterprise models.

-Why payout percentages don’t tell the full financial story.

-How scale, support, and service models impact long-term net income.

-When outsourcing operations can accelerate growth - and when it doesn’t.

-How larger teams and solo practitioners should think differently about affiliation.

-Why affiliation decisions are business decisions, not just platform decisions.

Whether you’re considering independence for the first time, reassessing your current setup, or planning your next stage of growth, this episode offers a clear, practical framework to help you evaluate your options and avoid costly mistakes.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Key topics covered include:

-How to match CRM platforms to firm size, growth trajectory, and long-term vision.

-Why integration and automation are critical to improving operational efficiency.

-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.

-How clean, connected data enhances client experience and firm value.

-Why advisors should “run their business as if they’re selling it tomorrow”.

This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.

Download our whitepaper here: https://jedidatabasesolutions.com/resources/

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

Show Highlights Include:

00:00 – Introduction & Why These Topics Matter
Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025.

03:28 – Data as an Asset and Its Impact on Valuation
Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms.

08:10 – Industry Consolidation and the LPL - Commonwealth Ripple Effect
How major M&A deals are reshaping recruiting packages, advisor leverage, and firm competition.

13:56 – Staying in the Driver’s Seat During Acquisitions
Why advisors should evaluate whether they would still choose their firm if given a clean slate.

17:04 – W-2 Models, Independence, and the “Swimming Upstream” Trend
The rise of independent W-2 structures and why some advisors are moving back toward them.

21:51 – Deal Evolution, Multiples, and Private Equity Reality Checks
What advisors need to understand about headline multiples, deal structures, and long-term control.

31:16 – From Practitioner to Entrepreneur
The mindset shift required to build scalable, enterprise-level advisory businesses.

36:37 – Marketing, Video, and the Cost of Inaction
Why visibility, authenticity, and decisive action are no longer optional for growth-focused advisors.

This episode is a practical, candid look at where the industry is today - and what advisors should be thinking about as they plan their next move.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions:

https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors:

https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions:

https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors:

https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes:

https://eliteconsultingpartners.com/podcasts/