Advisor Ally — candid conversations on transitions, independence, and the business of advice.

The Absolute Truth About Advisor Transitions

Grier Rubeling, Founder, Advisor Transition Services

Nearly two decades of transition work, distilled — why moving a book is starting a business, not flipping revenue from off to on.

Stay, Move or Sell? An RIA M&A and Transition Playbook

Andy Burgess, Founder, Foresight

Twenty-seven years of watching books move, distilled into a framework for deciding whether to stay, move or sell — and why the multiple in the press is the wrong thing to chase.

The Advisor Independence Playbook

Robert Noe, Jr., Co-Founder, Winthrop & Co.

A recruiter who sits on both sides of the move breaks down the big checks, the long notes, and why the scariest question is always whether your clients will follow.

The Chaos of Advisor Transitions — and the Fix

Nico DeMaio, Transition Consultant, AdvizorStack

The consultant advisors call Mr. Transition on what really breaks a move — data duplication, no source of truth, and a human toll nobody puts a number on.

Innovation at Scale

Purva Sule, Wealth management digital & strategy leader, Northern Trust

A McKinsey-to-startup-to-big-bank career, distilled into one idea — how large firms get entrepreneurial without losing the brand and the balance sheet.

Organic Growth, Compounding Skills, and Focus

Jeff Fuhrman, President, Bogart Wealth

A 25-year career across banking, tech, and entertainment, and the operating discipline behind a firm that grew fivefold without buying its way there.

The Fun Financial Planner for Ambitious Misfits

Allie Beckmann, Founder and financial planner, flat-fee RIA in Denver

Fifteen years in theater, a detour through yoga, then finance — and a trauma-informed approach that reaches people who never thought an advisor was for them.

Unlocking Your CRM: From System of Record to System of Action

Stephanie Shepherd, Founder, Balanced Rock Solutions

A Salesforce consultant on why the CRM has to become the firm's hub before any AI layer can do useful work on top of it.

Ditch AUM Minimums: The Business Case for Advice-Only

Steven Fox, Founder, Advice-Only Financial

Why an advice-only practice isn't just the ethical model — it's the better business model, and the platform built so advisors don't have to run the firm alone.

Navigate Retirement and Change

Jason Branning, Founder, Branning Wealth Management

The co-creator of Modern Retirement Theory on liability-matched planning, why coding isn't understanding, and how AI lets advisors go deeper for more people.

A Guide to AI Automation for RIAs: Streamline Workflows While Staying Compliant

A working session on adopting AI at an advisory firm — a regulatory framework, real use cases, and an eight-point vendor checklist.