The Advisor Blueprint
Join hosts Jim Atkinson and Jordan Christa on The Advisor Blueprint: the essential podcast for financial advisors. Tailored for both RIA and Broker-Dealer professionals, each episode delivers actionable insights, expert strategies, and real-world guidance on the who, what, where, when, and why of advisor transitions. From evaluating new firms and navigating non-compete clauses to building your book of business and optimizing client relationships, Jim and Jordan break down every facet of the transition process.
Whether you're contemplating a move, planning for independence, or seeking to elevate your practice, The Advisor Blueprint equips you with the tools and knowledge to make informed decisions and thrive in today’s dynamic financial advisory landscape.
The Advisor Blueprint
How Advisor Retirements Are Fueling Deals And Why Avidian Is Built For The Moment
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In this episode of The Advisor Blueprint, Jim Atkinson (Head of M&A at Avidian Wealth Solutions) and Jordan Christa explore how the wave of advisor retirements is fueling RIA M&A. Many firms lack succession plans, turning retirement into the top driver of deals and a key liquidity event.
They cover why retiring advisors often search 5–7 years for the right partner, the critical role of book alignment over culture, how client demographics and next-gen connections affect valuations and retention, and the value of a strong G2 bench.
Jim explains what sets Avidian apart: eliminating compliance and back-office burdens, advanced technology for seamless transitions, career paths that attract talent, and client-first integrations with no major changes in the first six months. Ideal for RIA owners nearing retirement, seeking scale, or wanting a legacy partner that protects and enhances the client experience.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.