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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

This webinar brings together insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey of Aspiring Advisors. Together, these research-backed findings reveal exactly what next-gen professionals value most—from structured training and clear career paths to culture, flexibility, and a sense of purpose.

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.