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2025 Money in Motion Triggers You Are Most Likely Unaware Of

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Most advisors spend the bulk of their energy waiting - waiting for a client to bring up a referral, waiting for a COI to finally return their call, waiting for the market to improve before re-engaging prospects. Referrals and professional networks are important - but if that’s your only engine for growth, you’re operating on hope, not strategy.

The truth is, most of the biggest opportunities to grow your advisory practice come not from who you know- but from what you notice.

One of the most overlooked sources of new client acquisition is money in motion. These are the life events that trigger financial decisions: someone stepping into a new CEO role, a founder selling their business, an executive receiving a major bonus, or a team going through a merger or acquisition. These are real, trackable events that generate liquidity - and liquidity always demands action: tax strategy, estate planning, asset reallocation, retirement structuring, and more.

But here’s the catch: they don’t come find you.

In just the past few months, we’ve tracked hundreds of liquidity events—quietly, behind the scenes. None of them showed up through a referral pipeline. None were flagged by a COI. They happened in the open, yet invisible to most advisors because they weren’t in wealth detector mode. They weren’t building a repeatable system for identifying money in motion.

At Select Advisors Institute, this is exactly what our Fractional CMO program is built to solve. We help firms stop relying on passive growth strategies and start thinking like business developers. We turn your marketing department into a proactive opportunity engine - a system that surfaces real names, with real assets in transition, in real time.

And we don’t stop there.

It’s not just about knowing who had a liquidity event. It’s about knowing what to do next. Our team can work with you to craft a customized messaging, timing, and strategy for how to get in front of these individuals - credibly, relevantly, and at the exact moment they’re most open to making a financial decision.

If you want to grow, you can’t just wait for someone to refer a millionaire to you. You have to think like a detective, act like a marketer, and follow the money in motion.

We’ve seen the results of this approach firsthand. As examples, as you can see below, just in the past 6 months, four individuals experienced major liquidity events - two newly appointed CEOs, and two business owners who exited their companies.

And these four are just a snapshot.

Below, we share more detail on each example - not to boast, but to give you a framework for spotting these kinds of opportunities in your own market. This is the foundation of the WAVE Method we wrote about in Kitces.com - a diversified, repeatable structure for lead generation that turns unpredictable growth into a reliable pipeline.

If your team is ready to stop waiting and start detecting, the first step is getting in the game.

Here are four liquidity events that prove just how close the opportunities really are.

Linda Findley

News Source

Money in Motion Trigger: New CEO of Sleep Number Corp

Date Announced: March 2025

Email Address: Contact Us!

What to do with his email address: Contact Us!

 

Will Spielhagen

News Source

Money in Motion Trigger: Sold business to Smart Parking

Date Announced: February 2025

Email Address: Contact Us!

What to do with his email address: Contact Us!

Dave Davis

News Source

Money in Motion Trigger: New CEO of Spirit

Date Announced: April 2025

Email Address: Contact Us!

What to do with his email address: Contact Us!

 

Chuck Rahrig

News Source

Money in Motion Trigger: Sold business to Ubiqconn Technology (USA) Inc.

Date Announced: March 2025

Email Address: Contact Us!

What to do with his email address: Contact Us!

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The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.

How to Restructure Compensation in a Financial Firm—and Lead with Authority

If your financial firm’s compensation plan hasn’t evolved in the last 3–5 years, you’re already behind. The industry has shifted—clients are savvier, advisors are more entrepreneurial, and firm loyalty is no longer guaranteed by title or tenure. In this new era, compensation needs to do more than just pay people. It must attract talent, drive behavior, reward value creation, and retain top performers.

Done right, restructuring compensation can become a catalyst for growth. Done wrong, it can trigger attrition, stall momentum, and confuse your value proposition.

What a Strategic Compensation Restructure Looks Like
Restructuring is not about tweaking numbers—it’s about reengineering your talent engine. The most effective financial firms today are designing compensation with three things in mind:

Alignment with firm goals: Compensation should reinforce the activities that move the business forward—whether that’s business development, client retention, or team leadership.

Advisor segmentation: Rainmakers, relationship managers, service advisors, and junior planners all bring different value. Pay structures should reflect that diversity.

Transparency and predictability: Ambiguity kills motivation. Advisors need clarity on how they earn, how they grow, and how they advance.

A successful restructure might include the introduction of tiered payout grids, bonuses for key behaviors (like client acquisition or retention), equity opportunities for senior advisors, or new metrics tied to team success—not just individual production.

Why Executive Presence Must Accompany Compensation Change
Here’s what many firms miss: Compensation changes alter power dynamics. Leaders who restructure pay plans are not just changing numbers—they’re shifting culture. To pull this off, firm principals must have the executive presence to lead through resistance, clearly communicate vision, and inspire trust during uncertain transitions.

This isn’t about being charismatic—it’s about commanding a room, aligning stakeholders, and articulating change with clarity and conviction.

Executive presence becomes your secret weapon in driving firm-wide adoption of a new compensation model.

Why Select Advisors Institute Is the Top Choice
When firms need to overhaul their compensation models and elevate leadership at the same time, they call Select Advisors Institute. What makes them different? Their integrated, strategic approach. They don’t just provide spreadsheets or plug-and-play plans—they build custom compensation architectures that reflect your firm’s vision, growth goals, and talent mix.

But just as importantly, they prepare your leaders to communicate those changes with impact. Through targeted executive presence training, they help leaders embody authority, deliver change messages effectively, and retain advisor trust during periods of transformation.

If you want to lead—not just pay—like a top-tier firm, it starts with the right compensation structure and the leadership to carry it forward. Select Advisors Institute helps you build both—with precision, speed, and influence.

Restructuring compensation in a financial firm? Select Advisors Institute specializes in designing high-impact compensation models aligned with growth, retention, and advisor performance. From equity incentives to segmented pay structures, they help financial firms move beyond outdated models to create scalable, motivating plans. Their added edge? Executive presence training for firm leaders—equipping them to lead change with clarity, confidence, and authority. Discover how to restructure your compensation strategy while strengthening your leadership bench. Trusted by elite advisory teams nationwide, Select Advisors Institute delivers the systems and leadership development you need to thrive in today’s evolving financial landscape. Build smarter comp plans—and the presence to make them work.

***Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. Any referrals to outside professionals are made at the request of the client, who retains full discretion and responsibility for all decisions related to their wealth and estate. Select Advisors Institute does not manage or hold client assets and does not provide financial planning or investment management services.