Events - Webinars
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
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
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!
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®
Key Drivers of Firm Valuations
Webinar
Whether you're a buyer or considering a sale, these key KPIs are essential.
Join Aaron Wells, FP Transitions' Director of Financial Analysis, for an insightful discussion on the factors driving valuations in the ever-evolving RIA mergers and acquisitions market, followed by a Q&A session.
Insights for Every Advisory Business: Unlocking Data-Driven Success
Webinar
Success for advisory businesses isn’t just about growing AUM—it’s about maximizing profitability, increasing firm value, and scaling operations efficiently. But how do top firms achieve this? The answer lies in data-driven decision-making.
Join Scott Leak, CFP®, CEPA®, in this insightful session as we explore how benchmarking your businesses Key Performance Indicators (KPIs) can provide a clear roadmap to success. Using FP Transitions' extensive industry data, we’ll highlight:
- What Sets High-Performing Firms Apart – Uncover the key metrics and strategies that drive sustainable growth and profitability.
- How to Benchmark Your Business – Learn how to assess your firm’s financial and operational health to make informed, strategic decisions.
- Next Steps to Elevate Your Firm – Whether you’re focused on growth, profitability, or preparing for a transition, gain actionable insights to take your firm to the next level.
- Is my business growing fast enough?
Live Q&A Session: Get expert answers to your biggest questions and walk away with a clear vision for a thriving, next-level advisory business.