Media

Quoted in Financial Planning on the Future of RIA Growth, Succession, and Enterprise Value

By Jeffrey Czajka • October 28, 2026
Headline: Why RIA buyers are seeking relatively young leadership - and vice versa

Featured in Financial Planning: Why Advisor certifications Create Value Only When Clients Understand Them

By Jeffrey Czajka • October 27, 2026
Headline: Clients may value certifications more than they understand them

Featured in Financial Planning: The Reality Behind Advisor Compensation and Career Success

By Jeffrey Czajka • July 14, 2026
Headline: Brutal, then better, then Great - how advisors' tenures tie into pay

Quoted in Financial Planning on Advisor Satisfaction, Industry Consolidation, and the Future of Wealth management Platforms

By Jeffrey Czajka • July 9, 2026
Article Title: LPL surges in JD Power advisor satisfaction rankings ahead of Commonwealth onboarding

Featured in Financial Planning: How Advisors Should Choose Certifications That Create Real Client Value

By Jeffrey Czajka • June 30, 2026
Article Title: Ready to get a retirement certification? Consider these factors

Featured in Financial Planning: Launching a New Community for the Next Generation of Financial Advisors

By Jeffrey Czajka • June 8, 2026
Article Title: This financial advisor coach launched a cheap, new early-career network

Quoted in Financial Planning: Why Career Paths Are Critical to RIA Growth and Succession

By Jeffrey Czajka • February 19, 2026
Article Title: How 2 growing RIAs use career paths to deepen the talent pool