All Events
Breaking the Mold: Advice on Building the Firm of the Future
Webinar
Moderated by Suzanne Siracuse
Panelists:
- Jim Cahn, Chief Strategy Officer, at Wealth Enhancement Group
- Eric Leeper, CFA, CFO, at FP Transitions
Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It
Webinar
Moderated by Elise Rogers
Panelists:
- Hannah Moore, CFP®, President & Lead Advisor, Guiding Wealth; CEO, Amplified Planning; Creator of the Externship
- Victoria O’Tool, Executive Director, FinServ Foundation; Wealth Management Intern, Mercer Advisors
- Holly Ross, Financial Advisor, First Pacific Financial
June 10 - June 12, 2025
Wealth Management EDGE
Event
Scott Leak, CFP®, CEPA®
Brad Bueermann
Eric Leeper, CFA
Elise Rogers
Unlock Your Next Growth Wave at EDGE
EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
Designing Your Team for Profitable Growth
Webinar
Eric Godes
Jennifer Goldman
We invite you to an exclusive discussion on one of the most critical challenges for growing advisory businesses: designing and optimizing your team for sustainable success. Scaling your business is about building a team that enhances profitability, efficiency, and firm value while maintaining high-quality client service.
Join our industry experts, Jennifer Goldman, Business Transformer & Founder of My Virtual COO, and Andrew Town, Senior Consultant at FP Transitions, as they dive into these key discussion points:
- Strategic Team Structures: Understand the differences between a lifestyle, growth, and scalable business model and determine the best fit for your goals.
- The Value of Your Team: Learn how talent, compensation, and productivity directly impact your firm’s valuation and long-term success.
- Maximizing Team Potential: Explore strategies to enhance capacity and efficiency without unnecessary hiring.
- Smart Hiring & Compensation: Gain insights into attracting and vetting top talent, structuring compensation, and aligning incentives for business growth.
- Where to Begin: Walk away with actionable steps to design a team structure that supports your long-term vision.
Live Q&A Session: Get your biggest questions answered by experts!
May 19 - May 21, 2025
Northwestern Mutual Wealth Management Symposium
Event
Eric Leeper, CFA
Heading to the event? Catch Eric Leeper, CFA as he shares insights on the evolving Wealth Management M&A landscape. We would love to connect while you are there. Reach out and let's set something up!
May 7 - May 10, 2025
NAPFA Spring
Event
Marcus Hagood
Andrew Gaskill
Join Us at NAPFA Spring 2025!
Connect with leading advisors, discover emerging trends, and gain actionable insights to elevate your practice. This year’s theme, “Desert Insights: Cutting-Edge Planning Strategies that Bring the Heat,” will ignite powerful discussions on health planning, retirement, AI, psychology, client relationships, alternative lifestyles, marketing, taxes, and more.
Registration is now open—reserve your spot today!