Culture That Scales: Retention in Growing Advisory Firms
High-performing advisory firms aren’t built on AUM alone. They’re built on people. In a competitive talent market, attracting and retaining the right professionals is critical to sustainable growth.
Join FP Transitions and featured guests James Sammarco and Jon Vorpagel, Co-Founders of The Third Group, for a practical conversation on building strong, resilient teams that support long-term success.
As executive advisors to organizations ranging from fast-growing startups to Fortune 500 firms, James and Jon bring firsthand experience helping leadership teams refine talent strategies, navigate high-stakes hiring, and build cultures that endure.
Moderated by Scott Leak, CFP®, CEPA®, Director of Business Development & Senior Consultant at FP Transitions, this session will explore:
The Current State of Talent – What firms are experiencing when it comes to engagement, turnover, and team connection. Plus, the lasting impact of hybrid work on collaboration and cohesion.
Why People Stay or Leave – It's rarely just about compensation. Discover how leadership behavior, communication, and culture shape loyalty and performance.
Compensation as a Strategic Lever – Using data from over 1,100 firm valuations each year, FP Transitions highlights how modern compensation structures can reinforce trust, alignment, and business growth.
The Role of Culture in Performance – Learn what separates firms that retain top talent from those that struggle. Gain insight into how values, mentorship, and leadership style influence engagement.
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