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As businesses grow or come together, the real test is not momentum alone, but whether the organization is built to scale with consistency, accountability, and long-term strength. In this webinar on May 20 at 10 a.m. PT, FP Transitions’ Scott Leak, CFP®, CEPA®, and Aaron Wells, CVA, join Charesse Spiller, Founder and CEO of Level Best, to explore where operational friction tends to surface first, how stronger process alignment and accountability can improve profitability and leadership capacity, and why a more consistent client experience is essential to building a more durable, valuable business.

We’re co-hosting a webinar with AdvisorHub focused on one of an advisor’s most important assets: the business itself. Scott Leak and Mike McKennon will discuss five drivers of long-term business value and how valuation and benchmarking can help owners measure progress and make stronger decisions over time. The session also offers 1 hour of CE credit for select Investments & Wealth Institute® certifications and 1 CFP CE Credit.

The Barron’s Advisor Independent Summit is an annual gathering of the nation’s top RIA and independent advisors. It brings together industry trailblazers shaping the future of financial advice and offers a unique opportunity to exchange ideas with peers who understand the challenges and opportunities of an independent practice.