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More Stories

Client Stories spans the full range of what it means to build and run an advisory firm — growth, succession, technology, and the client relationships that make it all work. Every conversation is unscripted and told in their own words.

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Bill Eckles 

UNLOCKING Soon — Client Perspective

Bill Eckles

An end client on 20 years of trust, an ESOP transition, and multigenerational business

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MacKenzie Bento 

Unlocking Soon

MacKenzie Bento

Managing a tech transition across a diverse, multi-niche practice

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Ann Shadle 

Unlocking Soon

Ann Shadle

Building a firm rooted in community — and the integrations keeping it running

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Ferian Nickelson 

UNLOCKING Soon

Ferian Nickelson

How a fast-scaling consolidator model is reshaping succession planning

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Andina Anderson 

UNLOCKing Soon

Andina Anderson

A platform-level view on building optionality into an RIA’s tech stack

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Laura Furner 

UNLOCKing Soon

Laura Furner

A boomerang story on automation, AI, and choosing the right partner.

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Kendyl Roundtree 

Unlocking Soon

Kendyl Roundtree

A multigenerational story about what it really means to help a family stay together

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Client Stories publishes monthly.