Resource Library
The Dynamics of Human Capital:
Retention, Compensation, and Culture in the
Modern Advisory Firm
Watch our latest conversation with FP Transitions and The Third Group, where we explore how intentional compensation, culture, and leadership strategies can help advisory businesses retain top talent and build lasting enterprise value.
Join Scott Leak, Director of Business Consulting at FP Transitions, alongside James Sammarco and Jon Vorpagel, Co-Founders of The Third Group, as they share actionable insights, including:
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Understanding the Talent Landscape – Identifying the engagement trends, turnover risks, and hybrid work dynamics shaping teams today
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Why People Stay or Leave – Going beyond salary to explore leadership, communication, and culture as key retention drivers
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Using Compensation Strategically – Leveraging pay structures, transparency, and benchmarking data to build trust and alignment
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Making Culture Tangible – Translating values into daily operations, team connection, and long-term engagement
- Maximizing Annual Reviews – Turning end-of-year conversations into opportunities for growth, recognition, and retention
Whether you're leading a growing team or preparing for long-term succession, this discussion will help you rethink your human capital strategy as a cornerstone of sustainable business growth.
Fuel Your Growth with Strategic Partnerships
FP Transitions has helped hundreds of businesses craft multi-generational succession strategies and navigate strategic partnerships for growth. Now, it’s your turn. Gain insights from those who’ve done it, and take the next step toward securing your legacy. Connect with our experts today
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Contact The Third Group
Specializing in leadership and talent strategy for independent advisory businesses, The Third Group delivers high-touch executive search and team-building solutions. Their founder-led approach combines strategic consulting with deep industry knowledge to help RIAs and wealth management firms attract, retain, and develop the people who power growth.
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FP Transitions
FP Transitions specializes in building multi-generational businesses through seamless succession planning and strategic partnerships. With expert guidance on effective transition strategies, we help ensure long-term growth and sustainability.
The Ultimate Guide to Recruiting and Retaining Top Talent
Discover actionable strategies to attract, hire, and retain top talent in the competitive wealth management industry. Learn how to build a strong employer brand, create effective recruitment processes, and foster a culture that keeps high performers engaged and growing with your firm.
Talent Workbook
This workbook focuses on one of the most powerful, and often overlooked, aspects of building a sustainable, high-performance business: your people strategy. Talent optimization isn’t just an HR checklist; it’s the backbone of continuity, growth, and long-term value creation.