Amplified Planning is redefining how financial planners are trained. Trusted by top firms and institutions, their programs deliver real-world, skills-based education for every stage of a planning career—from students and career changers to firms developing their teams.

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.

FinServ Foundation partners with colleges to develop diverse, next-gen financial professionals through coaching, internships, and leadership programs—building a more inclusive and representative industry.

The NPC unites forward-thinking businesses to share strategies, insights, and tools that drive meaningful impact. Members gain access to exclusive resources and take part in a collective effort to build more sustainable, collaborative, and value-focused organizations.

Take a closer look at the insights from the discussion, where we explored what rising advisors value most: mentorship, purpose-driven culture, and growth. These slides highlight strategies to attract, support, and retain next-generation talent.

This workbook is a fillable tool to optimize team strategies. It defines strengths and gaps in compensation, career paths, benefits, and workload. Organized around four pillars: Define, Attract, Retain, Elevate, it clarifies goals. With metrics on revenue, profit margin, staffing, and client targets, it drives actionable plans for growth.

This guide explores how recruiting fresh talent brings innovation, connects with younger clients, and builds long-term leadership. It emphasizes aligning recruitment efforts with growth strategies to attract and retain incoming talent effectively.

Creating a multi-generational business secures continuity for clients and long-term growth by involving next-generation advisors as investors. Founders gradually transition from primary revenue producers into mentorship roles, ensuring sustainable profitability and business stability for generations

This guide helps advisors build sustainable, multi-generational firms by addressing key challenges like growth, talent retention, and succession. By developing internal equity paths and shifting leadership over time, founders can ensure lasting value, profitability, and continuity for both clients and future owners.