Previous Webinars | FP Transitions

Pro Bono & Purpose: Why It’s Good for Business

Webinar

Moderator:

Kate Healy, CEO, AdvoKate IQ, LLC

Panelists:

Deborah Badillo, CFP®, Client Advisor, Meira Wealth
Maria Daley, CFP®, Head of Advisor Success & Integration, Perigon Wealth
Jon Dauphiné, CEO, Foundation for Financial Planning

Join The Net Positive Consortium in Wealth Management and the Foundation for Financial Planning (FFP) for an energizing conversation about why pro bono financial planning isn’t just the right thing to do—it’s a powerful investment in your firm’s culture, reputation, and long-term success.

In this session, you’ll discover how the Net Positive principles of community involvement, meaningful impact, and responsible leadership come to life through a partnership with FFP. Learn how firms of all sizes are expanding access to quality financial guidance for people in need—and how doing so strengthens employee engagement, builds trust in your brand, and deepens your firm’s connection to the communities you serve.

Whether you’re exploring pro bono work for the first time or looking to elevate existing efforts, you’ll gain actionable guidance to help you get started and create lasting impact.

Beyond Hiring: Turning Talent Strategy into Enterprise Value

Webinar

Moderated by Leslie Smith

Panelists:

Eric Leeper, CFA, CFO, at FP Transitions

Steven Perry, CEO and Founder of The Well Recruiting Solutions

Explore how aligning your hiring strategy with succession planning can accelerate growth and strengthen long-term enterprise value. In this conversation, FP Transitions’ Eric Leeper, CFA, and Steven Perry of The Well Recruiting Solutions share insights on when to hire, setting clear standards, creating career paths for next-gen leaders, and avoiding common growth pitfalls.

Watch On-Demand

Breaking the Mold: Advice on Building the Firm of the Future

Webinar

Moderated by Suzanne Siracuse

Panelists:

Jim Cahn, Chief Strategy Officer, at Wealth Enhancement Group

Eric Leeper, CFA, CFO, at FP Transitions

What does it really take to build a high-performing, growth-minded advisory firm that is sustainable now and well into the future? One of the industry’s fastest-growing firms, Wealth Enhancement Group, will share what’s working, what’s changing, and how M&A is affecting it all.

Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It

Webinar

Moderated by Elise Rogers

Panelists:

Hannah Moore, CFP®, President & Lead Advisor, Guiding Wealth; CEO, Amplified Planning; Creator of the Externship

Victoria O’Tool, Executive Director, FinServ Foundation; Wealth Management Intern, Mercer Advisors

Holly Ross, Financial Advisor, First Pacific Financial

This webinar brings together insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey of Aspiring Advisors. Together, these research-backed findings reveal exactly what next-gen professionals value most—from structured training and clear career paths to culture, flexibility, and a sense of purpose.

Designing Your Team for Profitable Growth

Webinar

Eric Godes

Jennifer Goldman

We invite you to an exclusive discussion on one of the most critical challenges for growing advisory businesses: designing and optimizing your team for sustainable success. Scaling your business is about building a team that enhances profitability, efficiency, and firm value while maintaining high-quality client service.

Join our industry experts, Jennifer Goldman, Business Transformer & Founder of My Virtual COO, and Andrew Town, Senior Consultant at FP Transitions, as they dive into these key discussion points:

Strategic Team Structures: Understand the differences between a lifestyle, growth, and scalable business model and determine the best fit for your goals.
The Value of Your Team: Learn how talent, compensation, and productivity directly impact your firm’s valuation and long-term success.
Maximizing Team Potential: Explore strategies to enhance capacity and efficiency without unnecessary hiring.
Smart Hiring & Compensation: Gain insights into attracting and vetting top talent, structuring compensation, and aligning incentives for business growth.
Where to Begin: Walk away with actionable steps to design a team structure that supports your long-term vision.

Live Q&A Session: Get your biggest questions answered by experts!

Watch On-Demand

Market Turbulence and Its Impact on the Financial Advisory Industry and M&A

Webinar

Brad Bueermann

Eric Leeper, CFA

James Fisher, JD

Moderated by: Scott Leak, CFP®, CEPA®

In this LIVE panel discussion, three of our experts in M&A and business growth take on the task of making sense of the evolving dynamics of today's environment and share how forward-thinking advisory businesses are turning change into momentum.