All Previous Events | FP Transitions

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!

Market Turbulence and Its Impact on the Financial Advisory Industry and M&A

Webinar

Brad Bueermann

Eric Leeper, CFA

James Fisher, JD

Moderated by: Scott Leak, CFP®, CEPA®

In this LIVE panel discussion, three of our experts in M&A and business growth take on the task of making sense of the evolving dynamics of today's environment and share how forward-thinking advisory businesses are turning change into momentum.

Key Drivers of Firm Valuations

Webinar

Aaron Wells, CVA

Whether you're a buyer or considering a sale, these key KPIs are essential.

Join Aaron Wells, FP Transitions' Director of Financial Analysis, for an insightful discussion on the factors driving valuations in the ever-evolving RIA mergers and acquisitions market, followed by a Q&A session.

Insights for Every Advisory Business: Unlocking Data-Driven Success

Webinar

Scott Leak, CFP®, CEPA®

Success for advisory businesses isn’t just about growing AUM—it’s about maximizing profitability, increasing firm value, and scaling operations efficiently. But how do top firms achieve this? The answer lies in data-driven decision-making.

Join Scott Leak, CFP®, CEPA®, in this insightful session as we explore how benchmarking your businesses Key Performance Indicators (KPIs) can provide a clear roadmap to success. Using FP Transitions' extensive industry data, we’ll highlight:

What Sets High-Performing Firms Apart – Uncover the key metrics and strategies that drive sustainable growth and profitability.
How to Benchmark Your Business – Learn how to assess your firm’s financial and operational health to make informed, strategic decisions.
Next Steps to Elevate Your Firm – Whether you’re focused on growth, profitability, or preparing for a transition, gain actionable insights to take your firm to the next level.
Is my business growing fast enough?

Live Q&A Session: Get expert answers to your biggest questions and walk away with a clear vision for a thriving, next-level advisory business.

March 16 - March 19, 2025

Future Proof Citywide

Event

Brad Bueermann

James Fisher, JD

Leslie Smith

Seth Davis

Join us and thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for a transformative four-day, citywide experience.

March 12 - March 14, 2025

Barron's Advisor Independent Summit

Event

Eric Leeper, CFP

Gaia Borgias

The Barron’s Advisor Independent Summit is an exclusive annual gathering of the nation’s top RIA and independent advisors—a community of industry trailblazers shaping the future of financial advice. This invitation-only event offers a unique opportunity for advisors to exchange ideas with peers who understand the challenges and opportunities unique to an independent practice.