EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
From Silo to Enterprise: How operational alignment supports profitability, scalability, and long-term value
Webinar
Scott Leak, CFP®, CEPA®
Aaron Wells, CVA
Charesse Spiller
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.
Five Key Drivers of Business Growth: A Strategic Framework for Valuation, Benchmarking, & Enduring Enterprise Value
Webinar
Scott Leak, CFP®, CEPA®
Mike McKennon
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.
