How AI is Reshaping Your Business
There’s always been a familiar set of questions advisors ask when evaluating a move.
What’s changed is what’s being added to the list.
AI is now part of the conversation, but not in the way many expected.
For some, it raises real concern. Not about being replaced, but about whether their current environment is keeping pace.
For others, it’s an opportunity—something that, if implemented well, can create a meaningful advantage in how they serve clients and run their business.
And for many, it sits somewhere in between. Worth paying attention to, but not yet fully understood.
That uncertainty is showing up in due diligence.
Our latest Industry Update serves as a follow-up to our first Advisor Transition Playbook podcast episode—this time, the conversation is focused on how the inputs to decision-making are evolving.
We spend time unpacking how AI is being evaluated today, what advisors should be looking for, and how it fits alongside other factors like enterprise value, stability, and long-term flexibility.
Because the question isn’t whether AI matters. It’s how much it should factor into the decision—and what it actually enables in practice.
There’s also a deeper dive on AI in our featured article, which explores how advisors are evaluating AI in the early stages—and what’s likely to matter most as adoption evolves.
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Here’s to keeping perspective as the landscape evolves,
Mindy Diamond
Transition of the week
Who - John H. Tyler, Joseph A. Bybee, Tyler D. Lane and Malia S. Morales, Post Oak Wealth Partners
Moved To - Rockefeller
Moved From - Merrill PWM
AUM - $3B
Rockefeller continues its recruiting streak, snapping up large wirehouse teams in premier markets. They may not recruit the most teams in the industry, but the quality and size of the teams they recruit are second to none. For corner-office wirehouse teams, they have come to represent the ideal middle ground between the captive/wirehouse world and the world of independence.
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