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Corey Pond
Advisor Transitions
Winthrop & Co Winthrop & Co
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Transition Hub

Everything in one place.

Your resource hub — 60-second Transition Talks, market-intelligence issues, and downloadable guides. Filter to what you need. No pitch, ever.

Advisor Talk · 01
Will your clients actually follow you?
What really happens to your book when you break away — and why client loyalty runs deeper than most advisors expect.
▶ Watch · 60 sec
Advisor Talk · 02
Is the first offer always the best one?
Why the opening number is rarely the real ceiling — and what actually moves a transition deal.
Coming soon
Advisor Talk · 03
Independent, build by myself?
The most common myth about going independent — and the models that hand you the infrastructure.
Coming soon
Advisor Talk · 04
Client experience is the engine.
Why the right technology matters in a move — and why it's never the whole story.
Coming soon
Briefing · Q1 2026
The Great Wirehouse Exodus
25,443 advisors changed firms in 2025 — $3.1T in assets moved with them. What the numbers actually show.
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Quick Take · Jan 2026
The Merrill Headcount Drop
Merrill lost 400+ advisors in Q4 — more than any quarter in five years. Why every wirehouse advisor should be paying attention.
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Briefing · Q4 2025
Independence Is Winning
RIA channel asset share crosses 27% for the first time. Channel-migration data and what it means for you.
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Briefing · Q3 2025
The Succession Wave
Average advisor age hits 57 and succession urgency is at an all-time high. Why more advisors are selling earlier than expected.
Read the issue →
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The Advisor Intelligence Briefing (quarterly) and The Quick Take (monthly). Real market data, no pitch.
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Guide · PDF
The Wirehouse Breakaway Playbook
Everything to think through before, during, and after a breakaway — the math, the legal, and the client conversation.
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Guide · PDF
Six Models of Independence
RIA, IBD, hybrid, supported independence, and more — the economics, operational load, and exit value of each.
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Guide · PDF
What Your Practice Is Actually Worth
Practice multiples, valuation, what buyers are paying now, and how to position your book for a premium exit.
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Guide · PDF
The Tech Stack Audit
A framework for assessing your current technology against what the best independent platforms actually offer.
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Guide · Winthrop & Co
Due Diligence Question Bank
The questions that protect your clients, your equity, and your future — before you move your life's work.
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Guide · Winthrop & Co
RIA vs IBD vs Wirehouse
A full side-by-side of the three advisor models — economics, ownership, compliance, and autonomy.
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