Events - Webinars

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.

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.

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.

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.

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.