What If Your Next Hire Could Secure Your Firm’s Future?
What does it take to build a team that drives growth and secures your firm’s future? In this session, FP Transitions and The Well Recruiting Solutions reveal how aligning your hiring strategy with succession planning can accelerate growth and safeguard enterprise value.
Join Eric Leeper, CFA, CFO and Principal at FP Transitions and Steven Perry, CEO and Founder of The Well Recruiting Solutions, for practical, actionable insights:
Knowing When to Hire: How to time your team growth to support long-term success
Setting the Standard: Defining clear responsibilities and competitive pay to retain top performers
Creating a Clear Path to Partnership: Keeping next-gen leaders engaged with intentional career development
Avoiding Growth Pitfalls: Common missteps that can stall both hiring and succession plans and how to sidestep them
This session equips forward-thinking advisors and firm leaders with actionable strategies to align people, planning, and growth—building a foundation for enterprise value that lasts.
Watch Now
Join Our Email List
Get more #FPInsights delivered straight to your inbox.
