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Events - Webinars

July 15, 2025

Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It

Webinar

Moderated by Elise Rogers

 

Panelists:

  • Hannah Moore, CFP®, President & Lead Advisor, Guiding Wealth; CEO, Amplified Planning; Creator of the Externship

 

  • Victoria O’Tool, Executive Director, FinServ Foundation; Wealth Management Intern, Mercer Advisors

 

  • Holly Ross, Financial Advisor, First Pacific Financial

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.

July 23, 2025

Breaking the Mold: Advice on Building the Firm of the Future

Webinar

Moderated by Suzanne Siracuse

 

Panelists:

  • Jim Cahn, Chief Strategy Officer, at Wealth Enhancement Group

 

  • Eric Leeper, CFA, CFO, at FP Transitions
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.

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