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 of San Diego Women's Initiative Event
November 20 | Beta Wealth Group | San Diego, CA

Elite Client Consultant Kem Taylor, CBEC®, will be moderating the Women's Initiative Event: Three Perspectives on Starting and Growing Your Practice. Join us for the impactful discussion!