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.
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.
