Leading a Growing Advisory Firm: Building a Firm That Grows Without Burnout
FP Transitions and ProAdvisor Coach explore how benchmarking data and leadership coaching help advisors gain clarity, make better decisions, and scale with intention.
Join featured speakers Scott Leak, CFP®, CEPA®, Director of Business Development at FP Transitions, and Nick Davies, leadership coach to advisory firm owners, for practical insights into building a more scalable advisory business.
In this session will explore:
What Growing Advisory Firms Are Facing – Why many advisors experience growth without direction, hesitate to invest in leverage, and struggle to shift into the CEO role as their firms scale.
Using Benchmarking to Gain Clarity – How advisory firm benchmarking and KPI analysis reveal capacity constraints, profitability gaps, client concentration risk, and operational inefficiencies.
From Insight to Action – Why data alone isn’t enough and how leadership coaching helps advisors turn insight into intentional decisions around people, structure, and strategy.
Defining Scalable Growth on Your Terms – Growth is not just about increasing AUM. Learn how clarity enables advisors to reclaim time, build leadership capacity, and prepare for long-term enterprise value.
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