Beyond Hiring: Turning Talent Strategy into Enterprise Value
Webinar
Moderated by Leslie Smith
Panelists:
Eric Leeper, CFA, CFO, at FP Transitions
Steven Perry, CEO and Founder of The Well Recruiting Solutions
Explore how aligning your hiring strategy with succession planning can accelerate growth and strengthen long-term enterprise value. In this conversation, FP Transitions’ Eric Leeper, CFA, and Steven Perry of The Well Recruiting Solutions share insights on when to hire, setting clear standards, creating career paths for next-gen leaders, and avoiding common growth pitfalls.
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
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
What does it really take to build a high-performing, growth-minded advisory firm that is sustainable now and well into the future? One of the industry’s fastest-growing firms, Wealth Enhancement Group, will share what’s working, what’s changing, and how M&A is affecting it all.
