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.

 


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

October 16 at 4:00–5:00 pm
VP of Strategic Development and Operations Christine Sjölin will moderate "NexGen Mini Talks—Raising the Bar for the Financial Profession."

October 17 at 2:30–3:30 pm
CEO Brad Bueermann will present "Eat or Be Eaten: The Future of Advisory Ownership."

We are offering complimentary consultations with an FP Transitions expert at the conference. Click here for more information and to schedule your consultation today.

Visit us at Booth #1009!

 


National BEAM Asset Management and SAI Meeting
October 16–18 | Cambria Hotel Nashville Downtown | Nashville, TN

 


FPA of Wisconsin 2019 Financial Planning Symposium
October 28–29 | Potawatomi Hotel & Casino | Milwaukee, WI
 

October 28 | 4:00–6:00 pm
VP of Research & Analysis Eric Leeper, CFA, will present "Intro to Succession Planning" and "External Succession Planning: Selling Outside of the Business."

Join us for this informative discussion!

 


SPS Family 2019 Practice Management Advisor Summit
November 3–5 | MotorCity Casino Hotel | Detroit, MI

We are offering complimentary consultations with an FP Transitions expert at the conference. Click here for more information and to schedule your consultation today.

 


2019 FiNet Fall Forum
November 6–8 | Wells Fargo Advisors Connections Center Courtyard | St. Louis, MO

We are offering complimentary consultations with an FP Transitions expert at the conference. More info to come.