Events - Webinars

Join FP Transitions and ProAdvisorCoach for a strategic session to help financial advisors move from vision to action and build sustainable, equity-centric businesses.

We’ll explore how to clarify direction, structure leadership pathways, and take practical steps toward continuity, growth, and long-term value creation. Learn how to assess your current structure, align with next-generation talent, and build a plan that supports both your goals and your clients' future.

If you're ready to stop planning and start building, this session is your next step forward.

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.