All Previous Events | FP Transitions

Building Your Next Billion in Assets

Webinar

Eric Leeper, CFA

Rick Kent

Kay Lynn Mayhue, CFP®, AEP®, RFC®

Suzanne Siracuse

Powerhouse advisory firms are not built overnight. It starts with a vision, a plan, and the right partnership to lay the groundwork for sustainable growth. This session will focus on one client’s journey—one that ensured leadership continuity, cultural alignment, and long-term business stability.

Join industry leaders Rick Kent, Kay Lynn Mayhue, CFP®, AEP®, RFC®, and Eric Leeper, CFA in this exclusive discussion, moderated by Suzanne Siracuse, as they reveal:

The Origin Story of Merit’s Succession Plan – Merit Financial Advisors CEO Rick Kent, will discuss his vision for establishing the firm of the future and how FP Transitions assisted him in structuring a forward-looking strategy that is fueling the firm’s long-term success.
The Leadership Transition That Shaped Growth – Merit’s President Kay Lynn Mayhue, CFP®, AEP®, RFC® shares her first-hand account in going from a seller to partner and firm leader.
Best Practices for a Seamless Succession Plan – FP Transitions CFO and Partner, Eric Leeper, CFA outlines the key elements to creating a multi-generational business model and the do’s and don’ts of an effective succession strategy.

Live Q&A Session: Ask the experts your pressing questions on business continuity and leadership transition. Learn how the right succession strategy can transform your business into a sustainable, high-growth firm.

February 4 - February 7, 2025

Kestra Ascend

Event

Liz Milacek

Leslie Smith

Kestra Financial’s annual Ascend Conference will be back in Austin, Texas, this coming February. The theme for this year’s conference is Beyond the Horizon. Kestra will continue to deliver outstanding speakers, high-quality content, and thought-provoking sessions that will empower our community of high-performing advisory firms to evolve, navigate challenges, and unlock their full potential.

February 3 - February 6, 2025

Orion Ascent

Event

Scott Leak, CFP®, CEPA®

Elise Rogers

Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast.

Scott will be giving a presentation on Insights for Every Advisory Firm: Unlocking Data-Driven Success. Come join us Tuesday, Feb. 4th, 1:00 – 1:40 PM for his session.

December 9 - December 11, 2024

MarketCounsel

Event

James Fisher, JD

Eric Leeper, CFA

The MarketCounsel Summit offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, they're proud to welcome the profession’s top firms and leadership as they host this seminal forum for debate, dialogue, and conversation. Join us there!

November 19 - November 21, 2024

IMPACT® 2024

Event

Scott Leak, CFP®, CEPA®

Andrew Town

Leslie Smith

IMPACT 2024 provides an excellent opportunity to establish connections with advisors and firm decision-makers, elevating your brand's visibility. Display your newest products and services, leaving a lasting impression at this prominent event in the industry. IMPACT brings together key influencers and, notably, decision-makers in the RIA industry.

October 30 - November 2, 2024

NAPFA Fall

Event

Marcus Hagood

David Ambrico

Immerse yourself in comprehensive education spanning a diverse array of planning topics, providing a thorough understanding of the latest industry and regulatory trends. Gain deeper insight into NAPFA and its dedicated advocacy for consumer protection and fiduciary standards. Elevate your understanding through exposure to the expertise of leading minds in financial planning, economics, and investments