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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.

Live Q&A Session: Get your biggest questions answered by experts!

Success for advisory businesses isn’t just about growing AUM—it’s about maximizing profitability, increasing firm value, and scaling operations efficiently. But how do top firms achieve this? The answer lies in data-driven decision-making.

Join Scott Leak, CFP®, CEPA®, in this insightful session as we explore how benchmarking your businesses Key Performance Indicators (KPIs) can provide a clear roadmap to success. Using FP Transitions' extensive industry data, we’ll highlight:

• What Sets High-Performing Firms Apart – Uncover the key metrics and strategies that drive sustainable growth and profitability.
• How to Benchmark Your Business – Learn how to assess your firm’s financial and operational health to make informed, strategic decisions.
• Next Steps to Elevate Your Firm – Whether you’re focused on growth, profitability, or preparing for a transition, gain actionable insights to take your firm to the next level.
• Is my business growing fast enough?

Live Q&A Session: Get expert answers to your biggest questions and walk away with a clear vision for a thriving, next-level advisory business.