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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
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!

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.

Key Drivers of Firm Valuations

Webinar

Aaron Wells, CVA

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

Scott Leak, CFP®, CEPA®

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.

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