Making a move is more than a transaction — it’s a strategic business choice that affects clients, family, and the long‑term value of your firm. Too many advisors let headline payouts drive the decision and then call in a panic months later. Rich Landy’s “feel, fit, financials” framework cuts through the noise. It’s a practical way to evaluate opportunity and risk before you sign.

A candid conversation on AI, control, marketing, and why advisors who redesign their systems now will dominate the next decade.