Events - Webinars

As businesses grow or come together, the real test is not momentum alone, but whether the organization is built to scale with consistency, accountability, and long-term strength. In this webinar on May 20 at 10 a.m. PT, FP Transitions’ Scott Leak, CFP®, CEPA®, and Aaron Wells, CVA, join Charesse Spiller, Founder and CEO of Level Best, to explore where operational friction tends to surface first, how stronger process alignment and accountability can improve profitability and leadership capacity, and why a more consistent client experience is essential to building a more durable, valuable business.

We’re co-hosting a webinar with AdvisorHub focused on one of an advisor’s most important assets: the business itself. Scott Leak and Mike McKennon will discuss five drivers of long-term business value and how valuation and benchmarking can help owners measure progress and make stronger decisions over time. The session also offers 1 hour of CE credit for select Investments & Wealth Institute® certifications and 1 CFP CE Credit.

Join FP Transitions for an expert-led, roundtable discussion and discover:

• What has been the first repeatable wins for advisor teams
• How time saved with AI is being used effectively
• Why fee compression hasn’t been playing out as predicted
• How AI-forward businesses might be valued in the future

Join FP Transitions and The Third Group for a transformative conversation on how human capital drives sustainable growth and long-term enterprise value.

This session will explore why investing in people, not just portfolios, is one of the most strategic decisions an advisor can make. Learn how businesses are shifting from founder-centric models to equity-centered enterprises that reward talent, attract rising leaders, and support continuity across generations.

We'll discuss how to structure compensation and ownership pathways that align with growth goals, while transitioning founders from rainmakers to strategic leaders and mentors. You'll gain actionable insights into building centralized business structures that support internal succession, deepen employee engagement, and secure your clients' long-term stability.

Whether you're just beginning to explore continuity planning or actively developing a leadership bench, this session will help you align your human capital strategy with the future you want to build.

FP Transitions and ProAdvisor Coach explore how benchmarking data and leadership coaching help advisors gain clarity, make better decisions, and scale with intention.

Join featured speakers Scott Leak, CFP®, CEPA®, Director of Business Development at FP Transitions, and Nick Davies, leadership coach to advisory firm owners, for practical insights into building a more scalable advisory business.

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.