Private Advisor Group

08/24/2026

Advisors often look at AUM, experience, and client loyalty when thinking about value. Buyers are looking at something else: How transferable and scalable is the business without the founder at the center?

In this month’s Perspectives, Adam Schorr breaks down what buyers are really underwriting and what advisors can do to shape future value.

Read more:

Ask an advisor what their practice is worth, and you'll usually hear about assets under management, years in the business and the loyalty of a client base built over decades. Ask a buyer the same question and you'll get a completely different answer.

08/21/2026

What's the most important number in your business?

It's probably not your valuation multiple.

Our CFO Adam Schorr joins Russ Alan Prince and Financial Advisor Magazine to explore what advisors can learn from a CFO mindset, how to measure the true health of a business, and why long-term value creation starts long before an exit.

A must-read for financial advisors, entrepreneurs, and CFOs focused on building enterprise value. https://www.fa-mag.com/news/building-practice-value--what-financial-advisors-can-learn-from-a-cfo-88178.html?section=356

08/19/2026

Elite Retreat is back. We're headed to Don CeSar to celebrate success, share ideas, and focus on what's next for elite advisor growth. Before we make waves this year, enjoy a look back at last year's event. Congrats to all qualifiers!

Private Advisor Group welcomed advisors, sponsors, employees, and g...

08/17/2026

AI is changing how the next generation of advisors learns, but it shouldn’t replace the learning itself.

Private Advisor Group advisor Joe Conroy shares why new advisors should master the fundamentals before turning to AI.

Read the full InvestmentNews article:

As firms hand entry-level analysis tasks to AI, four practitioners share how they are making sure new advisors still develop the judgment that technology cannot replace

08/14/2026

Feeling focused 😉 and inspired after a great week at !

From catching up with the Private Advisor Group crew to a well-deserved main stage shoutout for Mark Opp with StoneBridge Wealth Management, LLC and an session with Jim Parks, Parks Wealth Management, there was plenty to celebrate. We learned a lot, hosted a fantastic happy hour (S/O to our new Mariner advisors), and left with plenty of ideas to bring home.

Thank you, LPL Financial, for another great conference. Already looking forward to next year!

08/11/2026

Along with LPL Financial we are excited to welcome Paxel Financial Consulting to the community.

Please join us in welcoming Paxel Financial Consulting to LPL Financial and Private Advisor Group.

Led by Chin Po, the team has built its practice around helping clients make confident decisions through comprehensive planning and personalized guidance. Their approach brings together financial, estate and life planning to help clients navigate the complexities of their financial lives with clarity and confidence.

We’re excited to support Paxel Financial Consulting as they continue serving clients and growing their practice.

👉 Learn more: https://bit.ly/4pXZ3c6

07/30/2026

A moment to celebrate: Charlotte Business Journal honored its Most Admired CEOs and spotlighted Frank Smith! We're proud to see our CEO's leadership recognized. Give it a read to learn about his leadership style, advice to the next generation, and more: https://bizj.us/1qqaja

07/21/2026

Iconic Wrigley Field ft. our iconic community. Earlier today, we were deep in operating expenses and succession planning.

Tonight, we’re celebrating the relationships that make it all matter. America’s pastime felt like the right way to close out Forum.

07/14/2026

Explore the holistic client journey from our panel of leading advisors. Led by Jamie Kulik, CFP®, we uncover multi-generational planning, elevating service through small moments, and more w/ Drew Boyer, CFP®, Erin Lapidus, and Chuck Kedra, CFP®, CEPA®.

Discover how independent financial advisors are elevating the client experience through personalized service, evolving technology, and tailored strategies to meet the changing needs of today’s and next-generation investors.

07/07/2026

Behind so many independent practices is family, and we’re no different.
At Private Advisor Group, the next generation is building something of their own, grounded in the values that started it all. Get inspired by Patrick Sullivan & Patric Hyland's journey.
https://www.privateadvisorgroup.com/perspectives/legacy-looks-different-now/