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Corey Pond
Advisor Transitions
Winthrop & Co Winthrop & Co
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Free · Live · On-demand

Real intelligence. No pitch. Ever.

Free sessions built for advisors who want the real picture on transitions, independence, succession, and what the market actually looks like right now.

Next live session

Coming up

Three live sessions this fall — the Wirehouse Breakaway, the RIA landscape for independent BD advisors, and M&A for RIAs & advisors. Register for any or all.

Seats available
Wirehouse & Regional breakaway
The Wirehouse Breakaway Playbook
Most advisors never get an honest look at what leaving actually involves — where to start, how the move really works, how to keep your business intact through it, and what the upside looks like on the other side. This is that conversation: the marketplace, your real options, and a clear view of what's actually possible — whether you're at a wirehouse or a regional like Edward Jones or Janney.
Sept 25 · 12 PM ET
25 minutes
Hosted by Corey Pond
The real signs it might be time to make a move — and the ones that don't actually matter
What a move actually looks like — the real steps, and where to start
How to keep your business intact and your clients with you through a transition
The marketplace right now — your real options across wirehouse, regional, IBD, RIA, and independence
Where the upside actually is — economics, ownership, and what most advisors underestimate
Reserve your seat — free
Free · Recording sent to all registrants
The series

All upcoming sessions

Three sessions this fall. Register for any or all — each stands alone.

Independence · RIA
Independent BD Advisors — What Does the RIA Space Look Like?
There are six different definitions of independent, and five of them don't require filing your own ADV. For IBD advisors weighing the RIA path — a practical breakdown of every model, what the RIA space actually looks like right now, and where you'd really fit.
25 min · Free · Sept 18 · 12 PM ET
Wirehouse · Regional
The Wirehouse Breakaway Playbook
An honest look at what a move actually looks like — where to start, how to keep your business intact through the transition, and the upside most advisors never realize is on the table. The marketplace, your real options, no pitch. Wirehouse or regional BD — Edward Jones, Janney, and the rest.
25 min · Free · Sept 25 · 12 PM ET
M&A · Acquired
M&A for RIAs & Advisors
The M&A market is moving fast — buyers, sellers, and valuations most advisors never see clearly. Whether your firm just got acquired, you're weighing a sale, or you want to be a buyer: what deals actually look like, what your book is worth, and how to think about structure, timing, and terms before you sign anything.
25 min · Free · Oct 23 · 12 PM ET
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