Attracting the Next Generation to Wealth Management: Explore strategies to engage younger professionals and build a sustainable talent pipeline.
Webinar
Scott Leak, CFP®, CEPA®
We’re excited to collaborate on the Wealth Management Talent & Leadership Summit, a CE credit-eligible webinar exploring strategies to attract next-generation talent, navigate AI-driven career shifts, and lead multi-generational teams.
Growth by Design: Building a Business That Scales Without the Strain
Webinar
Scott Leak, CFP®, CEPA®
Stephanie Bogan
Built for advisory business owners who are growing but feeling the strain, Growth by Design: Building a Business That Scales Without the Strain will help leaders identify what’s limiting capacity, profitability, and long-term value growth. Join FP Transitions’ Scott Leak, CFP®, CEPA® and Stephanie Bogan, Founder of Limitless Advisor, for a practical conversation on designing a business that can scale with stronger leadership, clearer service models, and better team alignment.
June 9 - June 11, 2026
Wealth Management EDGE
Event
James Fisher, JD
Scott Leak, CFP®, CEPA®
Elise Rogers
EDGE unites the industry's top leaders and experts, equipping you with the insights and strategies to elevate your business while meeting client demands.
