Eat or Be Eaten: The Future of Advisory Ownership
Webinar coming soon!

The evolving industry has fueled the increase in acquisition, leading to a trend of consolidation and creating steeper competition for not only clients but growth. In order to thrive and grow, you should be willing to adjust and to find ways to be a nimble and creative acquirer and business developer. 

Join FP Transitions and Live Oak Bank for a special strategy session focusing on the future of the industry and your place in it.

Click here for more information.

 


LPL Focus 2019
August 18–21 | San Diego Convention Center | San Diego, CA
Booth #232

We are offering 25-minute, confidential one-on-one consultations with an FP Transitions consultant.

Click here for more information and to sign up!

 


Washington DC National Conference
INVESTACORP - TRIAD - SSN
August 19–22 | Washington Hilton | Washington, DC
Table #T9 

We are offering 25-minute, confidential one-on-one consultations with an FP Transitions consultant.

Click here for more information and to sign up!

 


NAPFA Fall Conference
October 2–4 | Hyatt Regency McCormick Place | Chicago, IL

Come visit us at booth #221!

 


FPA Annual Conference
October 16–18 | Minneapolis Convention Center | Minneapolis, MN

Come visit us at booth #1009!