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. FP Transitions works with hundreds of firms every year, playing a critical role in developing scalable, sustainable businesses. 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.
Post-Live Q&A Session: Experts answering pressing questions on business continuity and leadership transition. Learn how the right succession strategy can transform your business into a sustainable, high-growth firm.
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