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.
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.
