All Events

Join FP Transitions and The Third Group for a transformative conversation on how human capital drives sustainable growth and long-term enterprise value.

This session will explore why investing in people, not just portfolios, is one of the most strategic decisions an advisor can make. Learn how businesses are shifting from founder-centric models to equity-centered enterprises that reward talent, attract rising leaders, and support continuity across generations.

We'll discuss how to structure compensation and ownership pathways that align with growth goals, while transitioning founders from rainmakers to strategic leaders and mentors. You'll gain actionable insights into building centralized business structures that support internal succession, deepen employee engagement, and secure your clients' long-term stability.

Whether you're just beginning to explore continuity planning or actively developing a leadership bench, this session will help you align your human capital strategy with the future you want to build.

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

FP Transitions and ProAdvisor Coach explore how benchmarking data and leadership coaching help advisors gain clarity, make better decisions, and scale with intention.

Join featured speakers Scott Leak, CFP®, CEPA®, Director of Business Development at FP Transitions, and Nick Davies, leadership coach to advisory firm owners, for practical insights into building a more scalable advisory business.