Resource Library
Beyond Hiring: Turning Talent
Strategy into Enterprise Value
Watch our latest conversation with FP Transitions and The Well Recruiting Solutions, where we explore how aligning your hiring strategy with succession planning can accelerate growth and build lasting enterprise value.
Join Eric Leeper, CFA, CFO and Principal at FP Transitions, along with Steven Perry, CEO and Founder of The Well Recruiting Solutions, as they dive into practical insights, including:
- Knowing When to Hire – Timing 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 – Engaging next-gen leaders through intentional career development
- Avoiding Growth Pitfalls – Recognizing and sidestepping common missteps that derail hiring and succession plans
Fuel Your Growth with Strategic Partnerships
FP Transitions has helped hundreds of businesses craft multi-generational succession strategies and navigate strategic partnerships for growth. Now, it’s your turn. Gain insights from those who’ve done it, and take the next step toward securing your legacy. Connect with our experts today
Related Resources
Contact The Well
Recruiting Solutions
Specializing in independent wealth management firms, they deliver concierge recruiting services for advisors, CSAs, paraplanners, executives, and more. Their blend of AI-driven technology and human expertise supports revenue growth, operations, compliance, and client care across RIAs, hybrids, and insurance-focused firms.
Contact
FP Transitions
FP Transitions specializes in building multi-generational businesses through seamless succession planning and strategic partnerships. With expert guidance on effective transition strategies, we help ensure long-term growth and sustainability.
The Ultimate Guide to Recruiting and Retaining Top Talent
Discover actionable strategies to attract, hire, and retain top talent in the competitive wealth management industry. Learn how to build a strong employer brand, create effective recruitment processes, and foster a culture that keeps high performers engaged and growing with your firm.
Talent Workbook
This workbook focuses on one of the most powerful, and often overlooked, aspects of building a sustainable, high-performance business: your people strategy. Talent optimization isn’t just an HR checklist; it’s the backbone of continuity, growth, and long-term value creation.