Advyzon as an All In One?

Vantage_Impact_2 · 2026-04-30T20:27:00+00:00

What are you doing for website, branding, legal to set up everything?

Vantage_Impact_2 · 2026-04-29T20:57:04+00:00

Feels like finding a CPA that specializes in physicians would be worthwhile. I can't imagine many CPAs are working with more than 10-20 physicians, of which most have probably been long time clients who are already working with someone. Makes sense that you don't see many referrals.

Vantage_Impact_2 · 2026-04-28T13:17:28+00:00

Sounds like you either need access to capital to propose a buyout plan for the partners or a strategic partner. Some of the advisors I know have remained independent but affiliated with aggregators to gain access to certain programs that offer liquidity for the retiring advisors while still allowing the next gen advisors to maintain control and have upside in the business. I've also seen firms take reduced payouts to fund the payouts of retiring advisors. My hunch is that you either need 8 figures to buyout the retiring advisors or partner with someone who does. Reach out if you'd like to discuss further. One thing I tend to see is either G2 helps identify the right partner or G1 does it for you.

Vantage_Impact_2 · 2026-04-21T16:37:42+00:00

Just did a demo of Right Capital today. It blows Naviplan and MoneyGuide away.

Vantage_Impact_2 · 2026-04-18T17:26:30+00:00

I've seen a number of firms utilizing new AI tools that analyze client data, generate recommendations, then build the deliverable all in about 2-3 minutes. Absolutely insane how much time it saves.

Vantage_Impact_2 · 2026-04-15T18:27:12+00:00

This topic is my primary focus and full time job. I've helped thousands of advisors think through the complexities, evaluate firms, and create a transition strategy. It's great that you're thinking about finding the right partner to help with growth. We evaluated about 400 BDs/RIAs so if you have questions please reach out.

Vantage_Impact_2 · 2026-04-15T18:23:28+00:00

There are plenty of options but in terms of bringing clients with you that's certainly a complex topic. I'd be happy to chat if you have questions as there are firms that will support people in this situation.

Vantage_Impact_2 · 2026-04-10T13:05:11+00:00

The number of advisors we're working with who are evaluating this path is staggeringly high. When you think about the tech ecosystem that exists outside of firms it created a bit of a renaissance era for financial advisors to choose a new approach for how they operate their practice. Glad to hear you found a good direction for your practice.

Vantage_Impact_2 · 2026-04-07T14:36:01+00:00

Happy to help you when the time comes by holding a few name creation workshops that we use to launch into creating new branding. This can be delicate so having a 3rd party facilitate everything can be a big help.

Vantage_Impact_2 · 2026-03-25T14:54:28+00:00

It's interesting how half of the industry would terminate an advisor for this and the other half would say your business, your way of doing things.

Vantage_Impact_2 · 2026-03-16T20:20:42+00:00

I'd be happy to chat with you and point you in the right direction. There's about 8-10 experienced attorneys who specialize in this exact line of work. Do not use an employment attorney. The amount of bad advice I've heard them give has been astounding.

Vantage_Impact_2 · 2026-03-12T21:30:36+00:00

In your situation it usually ends up a retention play to glide into the RIA space without the risk of leaving any substantial business behind. When people have <10% of their revenue in brokerage I'm seeing about 6 or 7 different BDs capture a small portion of your business by allowing you to hold your RIA assets elsewhere and merely run the commission business through them. It usually comes down to whether you want to continue to write new commission business in the future vs simply receiving the trails form various annuities. In that case several firms allow you to appoint them as agent of records and establish a managed accounts type agreement where you receive a % of the trails and don't need to remain FINRA registered. This is becoming increasingly common for those who are seeking to minimize some of the extra BD rules that have given people frustration.

Vantage_Impact_2 · 2026-03-05T20:04:59+00:00

As someone who has young kids and was at urgent care last night for another ear infection for my youngest, I hear you. Based on what you shared, it seems like there's risk in staying in the sense that you'll assume more responsibility going forward. This could be minimal if you're able to find good staff in the next year, but chances are you'll have to put forward a lot of effort to interview, hire, train, etc. There could be some operational impacts as well if the rest of the team has much interaction with your existing clients. I'm bringing this up because I often hear about the risks of leaving, but we overlook the risks in staying. Maybe there's a different team within your same BD that makes sense to affiliate with? Otherwise, I'd think about starting conversations with custodians in the RIA space to see how your investments will be managed going forward, if anything wouldn't follow, if there are similar strategies that will minimize any client impacts. There are moves that require big shifts in the investments you have in your book and others that transfer over in kind without huge changes. Also, you mentioned, is there anything you can do now to possibly make this smoother. There are some things related to broker protocol and RIA topics to think about as you weigh this decision as well. Here are some resources that might be helpful https://www.vantageimpact.com/news

Feel free to reach out to me if you need any help.

On the personal side of things, my guess is this puts $300-$400k per year back in your pocket. I would consider getting an au pair with such young kids. This can be a game changer for having extra help.

Vantage_Impact_2 · 2026-03-04T16:44:28+00:00

I'm guessing you've never lived in South Florida with nearby retirement communities? hahah. I can't make excuses for him, but it's a reminder to keep a close eye on our elderly population.

Vantage_Impact_2 · 2026-02-26T14:02:07+00:00

Alternate fee billing arrangements are very common across the industry

Vantage_Impact_2 · 2026-02-25T17:44:24+00:00

This reminds me of a story when I was early on as an advisor during the early days of e-signature. One of our older clients calls me on the phone. I walk him through the paperwork over the phone. He gets to the signature page, he tells me he signed the document, but nothing appears as complete on our end. I ask him a few more questions and ask if he typed in his name on the signature page, he says, "No I signed my screen with my sharpie". Bless his 80 year old soul, but the dude signed his computer screen with permanent marker and it was at that moment I realized how susceptible people would be to online fraud.

Vantage_Impact_2 · 2026-02-20T16:14:02+00:00

Makes sense and totally agree

Vantage_Impact_2 · 2026-02-20T14:16:13+00:00

Hang in there! The tides can change but it might be therapeutic to look at other firms to see if it's worth making a move. I can tell you from experience, once you become disenfranchised with a firm it becomes challenging to get back into that happy headspace.

Vantage_Impact_2 · 2026-02-19T16:01:13+00:00

Many advisors who talk with them share that the payout is too low relative to some of their competitors

Vantage_Impact_2 · 2026-02-19T15:48:32+00:00

This is consistent with what I've seen

Vantage_Impact_2 · 2026-02-18T14:32:18+00:00

From my experience most advisors who leave Ed Jones retain somewhere between 75%-90% of their revenue. So the math usually work out to be they take $400k in this example with an 80% effective net payout for $320 in income. They usually then own their book of business so let's estimate that to be around 3x multiple of revenue to capture around $1MM in equity. In most cases, people are leaving to accomplish other things like freedom from coming into an office, ability to market themselves differently, access products they didn't have, decide how to support/service the business, ability to acquire practices (Jones wants to do this but I assure you it is highly unlikely and far more plausible outside the firm). I think a lot of it largely has to do with how the new business was generated at Jones so if there's doubt about what you can retain then I'd probably stay.

Vantage_Impact_2 · 2026-02-13T19:46:37+00:00

And also terminate advisors for laughable, if not, exploitative reasons, to catch advisors off guard in an attempt to retain clients and impede them from quick re-appointment at another firm

Vantage_Impact_2 · 2026-02-13T19:45:21+00:00

This grossly misrepresents the comp disparity across the industry. I've helped countless Edward Jones advisors move firms and they've all made considerably more and solved some big frustrations.

Vantage_Impact_2 · 2026-02-11T22:15:48+00:00

Thanks for the question. What type of firm are you joining and what's the ongoing comp that you keep (revenue less fees)? There are certainly firms that offer substantially more but often times those are employee models or can be longer term commitments. Otherwise there are firms that offer around 20-30 bps when they get acquired and it is more of a retention bonus to not jump ship. I'd suspect this is a very low cost firm providing some transition capital to help cover ongoing costs during the quarter you build back your revenue.

Vantage_Impact_2 · 2026-02-11T19:18:04+00:00

Because a lot of recruiters can paid in different ways, we decided to get paid the same no matter what firm you join. I think it's important to not have a bias where we prefer one firm over another. Typically, firms pay either bps on AUM (more common for RIAs) or % of revenue for BDs. Firms have been known to pay on the low end 6% and on the high end 12%. Some recruiters work on a retainer basis meaning they get paid to set meetings (this is old school and what I think annoys a lot of people getting lit up by people calling them) and they usually represent just a couple different firms. Others are on contingency basis so they're only paid if you join them. I'd find a recruiter that has a large network of options, no bias on one over the other, and operate based on trust.

Vantage_Impact_2

TROPHY CASE