The Advisor Hunt Podcast

Advisor Hunt

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Welcome to the Advisor Hunt Podcast!

6d ago

8. What Makes a Real Roll-Up?

A lot of buyers can talk about growth. Fewer can explain what happens the day after the deal closes. In this episode, Darrell breaks down the difference between a true roll up platform and an uncoordinated acquisition strategy held together by a headline multiple and a promise. Because buying firms is easy. Integrating them without breaking the client experience is the hard part. You will learn why real roll ups operate like repeatable systems instead of isolated transactions, what separates operational discipline from marketing language, and why the first 90 days after close determine whether value is actually created or quietly destroyed. Darrell also explains the role private equity really plays in consolidation, why capital alone solves nothing, and the exact “day two” questions advisors should ask before signing anything. Because the deal is not the business. Integration is. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

9 min
May 16

7. The Next Era of RIA Consolidation: Why “Clean” Wins

For years, consolidation in the RIA space has been framed as a scale game. Bigger firms. Bigger multiples. Bigger headlines. But that is not where this is going. In this episode, Darrell breaks down why the next wave of consolidation from 2026 to 2030 will not reward size alone. It will reward discipline. Clean operations. Transferable client relationships. Businesses that function without the founder acting as the glue holding everything together. You will learn why buyers are becoming more selective despite strong demand, how structured liquidity is quietly replacing traditional exit models, and why integration readiness is becoming one of the most valuable attributes a firm can have. He also unpacks the advisor shortage that continues to fuel consolidation, and why talent depth, not brand recognition, will determine which firms actually compound. The market is not slowing down. It is growing up. And the firms that treat their practice like a professional asset, not a personality-driven job, will be the ones that win.

6 min
May 1

6. Why Chasing the Biggest Multiple Is a Dangerous Game

That headline multiple felt like proof. Proof that the years of building, the relationships, the sacrifice, all of it was worth something. But what happens when the number that stops you cold slowly stops meaning what you thought it meant? In this episode, Darrell breaks down why the biggest risk in an advisor succession isn't selling. It's getting so fixated on the headline price that you stop asking the questions that actually matter. You'll learn why aggressive multiples rarely reflect true deal economics once earnouts, timing shifts, and performance contingencies are stacked on top of each other, how buyers quietly protect themselves through contract language that makes perfect sense in isolation and changes everything in aggregate, and why fit, client experience, and post-closing control are the factors that determine whether you look back with confidence or regret. This is the last transaction you'll make with your practice. Make sure you're negotiating for the right things, not just the biggest number on the table. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

6 min
Apr 18

5. Why Smart Advisors Are Cashing Out Without Walking Away

Most advisors assume succession means handing over the keys and walking out the door. But what if you could capture peak value for your practice right now and still show up for your clients on Monday morning? In this episode, Darrell breaks down the "Sell and Stay" model, the fastest-growing exit strategy in the RIA M&A market. You'll learn how advisors like Robert are locking in competitive multiples while the market is at all-time highs, eliminating the catastrophic "what if" risk that leaves clients, staff, and families in limbo, and building a succession plan that keeps them in the advisor's seat until they decide it's time to step back. If you've ever thought about your practice's future but weren't ready to retire, this episode is for you. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

6 min
Apr 4

4. The Real Reason Advisors Avoid Succession Planning

Everyone assumes advisors delay succession because of money. In reality, it’s much more personal. In this video, Darrell breaks down why identity, not valuation, is the biggest barrier to succession planning. Advisors aren’t just managing portfolios; they’re confidants, coaches, and long-term partners in their clients’ lives. Walking away from that role isn’t easy. You’ll hear how delaying succession can quietly create client uncertainty and attrition, why clients start leaving before any transition is announced, and how the “sell and stay” model offers a different path forward. This approach allows advisors to monetize their practice, maintain client relationships, and build a built-in catastrophic plan without giving up the role they value most. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

6 min
Mar 21

3. Advisors Without a Succession Plan Hold the Strongest Hand

Everyone in wealth management repeats the same stat: only 7% of advisors have a succession plan. In this episode, Darrell explains why that number doesn’t signal a crisis. Many internal successions struggle to close or drag down the value of a practice. You’ll hear why optionality gives advisors stronger leverage, how transferable practices attract better buyers, and what founders can do today to protect their clients and maximize the value of their firm. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

5 min
Mar 7

2. The Ego Trap That’s Killing Your Succession Plan

Are you trying to replace yourself… or strengthen your clients’ future? Succession conversations almost always start the same way. “I want someone just like me.” It sounds responsible. It feels loyal. It also shrinks your options before the process even begins. In this video, Darrell Jacobsen challenges the instinct to find a mirror image successor and helps you see that chasing similarity keeps your field narrow and your timeline longer than it needs to be. Your clients don’t benefit from imitation, but from leadership that enhances what you built. Darrell breaks down the ego trap, the clone fallacy, and the standard that actually matters: leaving your clients in the best hands possible. That decision shapes your legacy more than anything else you’ll ever sign. Connect with us below to explore real options for your practice. https://advisorhuntglobal.com/contact-us/

6 min
Feb 21

1. Your Succession Plan Has a 5% Chance of Working

You’ve heard the advice for years. Start early. Pick a rookie. Train them. Groom them. Hand them the keys someday. Sounds responsible and smart, but now run the math. Less than 10% of new advisors make it. Then cut that number in half again. That’s your real probability that the person you groomed can actually buy your practice at full value. You’re betting your life’s work on single-digit odds. In this first episode of the Advisor Hunt® podcast, Darrell Jacobsen breaks down why traditional succession planning keeps advisors stuck and how to build a practice that attracts multiple qualified buyers instead of depending on one internal hope. If you care about optionality, leverage, and retiring on your terms, this conversation will change how you think about succession. Download your copy of our written plan. It fits on a postcard and makes it easy to stay on track. Get it here: https://advisorhuntglobal.com/plan

8 min

8 Episodes

Welcome to the Advisor Hunt Podcast!

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Advisor Hunt
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