Wealth Management Foundations for Intentional Growth


Scott Leak, CFP®, Senior Consultant at FP Transitions

Eric Fettig, Business Consultant at FP Transitions

Flourishing businesses come from sustained, intentional growth, although identifying your firm’s growth trajectory can be daunting. In this webinar, our experts share insights on where to begin – and continue – your quest for meaningful growth.  

No matter the size of your firm or its years in establishment, growth is central to ensuring its value. It affects things like owner compensation, profit per owner, revenue multiples, and the ability to attract successors and retain talent. Our team works with thousands of advisors each year to outline tailored strategies for achieving these goals. There is never a one-size-fits-all solution to building and strengthening a financial business. Our experts can clarify and demonstrate methods that can spark more intentional bottom-line growth. 

In this webinar, you will hear:

  • How to set foundations that accommodate growth 
  • How you can achieve your growth goals 
  • Growth insights from 2022 valuation & benchmarking data

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