Deal-Ready or Deal-Risky? The M&A Readiness Checklist for Advisory Firms
Webinar
Scott Leak, CFP®, CEPA®
Attracting the Next Generation to Wealth Management: Explore strategies to engage younger professionals and build a sustainable talent pipeline.
Webinar
Scott Leak, CFP®, CEPA®
We’re excited to collaborate on the Wealth Management Talent & Leadership Summit, a CE credit-eligible webinar exploring strategies to attract next-generation talent, navigate AI-driven career shifts, and lead multi-generational teams.
Growth by Design: Building a Business That Scales Without the Strain
Webinar
Scott Leak, CFP®, CEPA®
Stephanie Bogan
Built for advisory business owners who are growing but feeling the strain, Growth by Design: Building a Business That Scales Without the Strain will help leaders identify what’s limiting capacity, profitability, and long-term value growth. Join FP Transitions’ Scott Leak, CFP®, CEPA® and Stephanie Bogan, Founder of Limitless Advisor, for a practical conversation on designing a business that can scale with stronger leadership, clearer service models, and better team alignment.
From Silo to Enterprise: How operational alignment supports profitability, scalability, and long-term value
Webinar
Scott Leak, CFP®, CEPA®
Aaron Wells, CVA
Charesse Spiller
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.
Five Key Drivers of Business Growth: A Strategic Framework for Valuation, Benchmarking, & Enduring Enterprise Value
Webinar
Scott Leak, CFP®, CEPA®
Mike McKennon
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.
AI for Advisors: What’s Real, What’s Noise, What’s Next
Webinar
Brad Bueermann
James Fisher, JD
Jason Pereira
Moderated by:
Scott Leak, CFP®, CEPA®
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
