For financial advisors

Helping advisors take back control & have fun in the business again.

You've spent decades
building it.Let's make sure
the move protects it.

You're good at what you do. But somewhere along the way the politics, the pressure, and the bureaucracy started getting in the way of the work you love. You've been thinking about a change — quietly, carefully, and probably longer than you'd admit.

No pitch. No pressure. Just an honest conversation.

Prefer to pick a time? See Corey's calendar →

How I help

Built for every stage of your career.

From your first thought of leaving to your first day in a new chapter. Every move is different, every advisor's situation is unique.

Firm transitions

Moving broker-dealers or joining an RIA? I help advisors evaluate their options, leverage deal structures, and make the right move — so your book stays intact and your clients stay confident.

Succession planning

Your practice is your legacy. Whether you're selling, finding a successor, or planning one more move before you exit — I help you structure it the right way and get the deal done on your terms.

Independence track

Ready to go independent? I help advisors navigate IBD selection, RIA platforms, and custodian relationships — so you can make the move with confidence and land in the right place.

Seven sessions · Free · Built for advisors

Webinar series.

One session for every advisor — wherever you are in your career. No pitch. No pressure. Real data and real answers.

See all sessions →

Wirehouse · Regional

The Wirehouse Breakaway Playbook

What a move actually looks like — where to start, how to keep your business intact through it, and the upside most advisors never realize is on the table.

25 min · Free · Fridays in June & July · 12:30 PM

Exit · Succession

Exit & Succession Planning — What You Need to Know

Most advisors plan everyone's retirement but their own. Exit strategy, G1→G2 succession, what your book is actually worth, deal structures, and timing.

25 min · Free · Thursdays · 7:00 PM ET

Insurance BD

Insurance BD — What's My Next Move?

Built your practice inside the insurance chassis but feeling the ceiling? Here's what life actually looks like outside it.

25 min · Free · Wednesdays in June & July · 12:30 PM

Independence

Going Independent — What It Actually Looks Like

There are 6 definitions of independent. 5 don't require filing your own ADV. A practical breakdown of every model.

25 min · Free · Fridays in June & July · 12:00 PM

M&A · Acquired

My Firm Has Been Acquired — Now What?

Your firm got bought and nobody asked you. New owners, new comp, a retention check built to keep you put. Here's how to think clearly before you sign.

25 min · Free · Coming July 2026

RIA Model

Go RIA — What It Actually Means

What it costs, what it requires, and whether the model actually fits your practice. No pitch — just the real numbers.

25 min · Free · Coming July 2026

UHNW · Family Office

From Wirehouse to Family Office RIA

Your clients want PE access, tax integration, and family governance. The wirehouse keeps saying no. Here's what the move looks like.

25 min · Free · Coming July 2026

Growth · Technology

In Growth Mode — When You've Hit a Ceiling

You're growing but your firm isn't keeping up — payout that's stopped scaling and tech that's quietly costing you. 79% who moved in 2025 cited tech, not comp. Here's what's actually capping your growth.

25 min · Free · Coming July 2026

Advisor intelligence

Three ways to get real answers.

Pick how you want to start. Every path is 100% confidential and leads to a real conversation, not a pitch.

Voice

Just talk.

Describe your situation out loud — your firm, your frustrations, what you are thinking about. Get an instant intelligent response. No typing required.

Personal

Follow-up

Scheduled

Response

100%

Confidential

Start talking

Path 1 · Explore

Show me the landscape.

Curious about the market, how independence works, or what your options look like. A few guided questions — no deep dive required. Corey follows up personally.

Quick questions

Commitment

Personal

Follow-up

Explore the landscape

Path 2 · Diagnose

Map my specific situation.

A more in-depth approach. Answer questions about your AUM, technology, compensation, and goals — and get a personalized intelligence report with real market data and a discussion on your potential fits.

In-depth

Approach

Real

Market data

Custom

Report

Map my situation

      Any information shared with Corey Pond is 100% confidential — your current firm will never know we spoke.
    

"My firm was just acquired — I feel forced into a decision rather than weighing what is best for me and my clients."

"I have a successor lined up — but no idea if this firm is the right fit, and they do not have the liquidity to make it work."

"I have outgrown my firm. I am hitting a ceiling and it is holding me back."

"I am in the office until 8 or 9 every night. I have built something great but my process needs to change."

"I have spent 20 years at my wirehouse. I want to break away but do not know where to start."

"I have heard I should get competitive outside offers before I retire — but do not know where to begin."

"My firm was just acquired — I feel forced into a decision rather than weighing what is best for me and my clients."

"I have a successor lined up — but no idea if this firm is the right fit, and they do not have the liquidity to make it work."

"I have outgrown my firm. I am hitting a ceiling and it is holding me back."

"I am in the office until 8 or 9 every night. I have built something great but my process needs to change."

"I have spent 20 years at my wirehouse. I want to break away but do not know where to start."

"I have heard I should get competitive outside offers before I retire — but do not know where to begin."

You've spent decadesbuilding it.Let's make surethe move protects it.

Built for every stage of your career.

Webinar series.

Three ways to get real answers.

Two ways to stay ahead of the market.

You've spent decades
building it.Let's make sure
the move protects it.