Caught in the Shuffle: The Merger Survival Series. Episode 1 of 3

Mergers and acquisitions are sweeping through the advisory world at record speed. In just the first half of 2025 alone, nearly $183 billion in assets changed hands across close to 200 deals.

These headlines aren’t just numbers, they’re reshaping firms, careers, and client relationships and the RIA landscape all over the country. That’s why we’re launching Caught in the Shuffle: The Merger Survival Series.

This is the first of three Episodes, Ray Gettins and Jonathan dedicated to Advisors caught in the shuffle. Listen as they dive into the shockwave advisors feel the moment a merger is announced.

From payout grids that slash income by hundreds of thousands overnight to the emotional toll of losing control, they unpack the hidden costs of staying put, spotlighting real advisors who either got crushed or came out stronger by choosing independence.

Most importantly, you’ll hear the first steps every advisor should take when consolidation comes knocking. Because even if you didn’t choose the merger, you still have a choice in what happens next.What happens when a merger announcement lands in your inbox? 

For many advisors, it’s a shock, a gut punch of realizing your free agency has vanished overnight. The culture you chose, the payout grid you relied on, and the control you once had can all disappear in an instant.

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Because you don’t have to be caught in the shuffle. You can write your own story.