#fptransitions 搜尋結果

Is your team structure supporting growth or holding it back? This free workbook helps advisory firms assess talent strategy, align compensation and roles, and prepare for continuity. Because building equity value starts with building the right team. #FPTransitions #FPINSIGHTS

What sets fast-growing firms apart? We crunched the data to find out 📈 Scott Leak, CFP®, CEPA®, explores the data inside our new FPInsights portal in the latest Masterclass. Curious how your firm stacks up? Let’s talk 👉 hubs.ly/Q03yGrsf0 #FPInsights #RIA #FPTransitions

👥 Your Firm’s Future Depends on Who You Hire Next. Here’s How to Stand Out. 📅 Join us on July 15 at 1:00 PT / 4:00 ET Reserve your spot 👉 hubs.ly/Q03vJgXC0 #FPTransitions #FPInsights #FinServ #WealthManagement #FinancialAdvisory

What Rising Advisors Want and Why It Matters to You 🔍 Advisory firms are evolving. But so are advisor expectations. Join us on July 15 at 1:00 PT / 4:00 ET 👉 hubs.ly/Q03tWf5H0 #FPTransitions #FPInsights #FinServ #WealthManagement #FinancialAdvisory

🌱 You Built Your Business for the Long Haul. Don’t let today’s turbulence cloud your future. 🎥 Watch the full conversation here 👉 hubs.ly/Q03t0QBS0 #FPTransitions #FPInsights #WealthManagement #FinancialAdvisory #FinServ #RIA #MergersandAcquisitions

Let’s talk M&A in 2025. Market fluctuations are nothing new but what do they mean for M&A in the advisory space today? 📈 Watch the full discussion 👉 hubs.ly/Q03sL87p0 #FPTransitions #FPInsights #WealthManagement #FinancialAdvisory #FinServ #RIA

Is your team structure helping or hindering your firm’s next stage of growth? 🔍 🍿 Start building smarter today 👉 hubs.ly/Q03s3Zvl0 #FPTransitions #FinServ #FinancialAdvisory #FPInsights #WealthManagement #RIA

The FP Transitions team is on-site through tomorrow, ready to discuss succession, equity growth, and M&A momentum. 📍 Boca Raton, FL 👋 Come say hello to Scott Leak, CPA®, CEPA®, Eric Leeper, CFA, Elise Rogers! #WMEDGE #FPTransitions #WealthManagement #FinancialAdvisory

FP Transitions’ own Scott Leak, CPA®, CEPA® will be speaking at Wealth Management EDGE 2025 on a panel discussing Navigating Mergers in RIAs. 📆 June 11th 🕓 4:15pm 💬 Catch us June 10–12 in Boca Raton, FL. #WMEDGE #FPTransitions #WealthManagement #FinancialAdvisory

Our team is heading to Wealth Management EDGE 2025 in Boca Raton, FL! 🌴 Meet the experts guiding independent advisors through M&A, succession, and growth strategies. 📅 June 10–12, 2025 💬 Let's Chat! #WMEDGE #FPTransitions #FPInsights #WealthManagement #FinancialAdvisory

🎥 Missed it live? Watch "Designing Your Team for Profitable Growth" on-demand! 🍿 Watch the full one-hour discussion here 👉 hubs.ly/Q03r78Zk0 #FPTransitions #FPInsights #WealthManagement #FinancialAdvisor #RIA #FinServ #BattleForTalent

🚨 Last Chance to Register! 🚨 Don’t miss this opportunity to rethink how your team powers your business. 👉 Register now: hubs.ly/Q03qfcbM0 #FPTransitions #FPInsights #WealthManagement #FinancialAdvisor #RIA #FinServ #BattleForTalent

👀 Every firm has talent. Not every firm knows how to use it. Join us on June 3 at 10 AM PT / 1 PM ET for a driven discussion on how to unlock that hidden value through smarter team design. 🔗 Register here: hubs.ly/Q03p_lRd0 #FPInsights #FinancialAdvisors #FPTransitions

📈 If you wanted to start scaling tomorrow, could you? Join us on June 3 at 10 AM PT / 1 PM ET for a live discussion with industry experts. 🔗 Reserve your spot: hubs.ly/Q03pQQbj0 #AdvisoryGrowth #ScalableTeams #FPTransitions #WealthManagement

Thank you @acketyack and @FPTransitions for a great interview on all the latest in succession planning, M&A, and growth. My daughter just turned 4, so I wore these custom socks to celebrate her special day ❤️. #SuccessionPlanning #Mergers #FPTransitions @Wealth__Edge

🚀 Exciting News! FP Transitions is co-hosting The MarketCounsel Summit this December 9th-11th! Join us alongside @MarketCounsel and @HamburgerLaw for an event packed with insights and forward-looking discussions💡 #MSUM24 #FPTransitions #WealthManagement #FinServ #RIA

Is your team structure supporting growth or holding it back? This free workbook helps advisory firms assess talent strategy, align compensation and roles, and prepare for continuity. Because building equity value starts with building the right team. #FPTransitions #FPINSIGHTS

Leslie Smith is gearing up for the LAST DAY of IMPACT®2024 hosted by @Schwab4RIAs! She’ll be at booth #1426 ready to connect and share strategies for your firm’s success. Swing by and say hello! #SchwabIMPACT #FPTransitions #WealthManagement #FinServ #RIA

From all of us at FP Transitions, we wish you and your families a warm and wonderful Thanksgiving filled with joy, connection, and gratitude. 🦃🍁 #Thanksgiving #Gratitude #FPTransitions #WealthManagement #LegacyBuilding

We’re headed to Barron’s Advisor Independent Summit in Orlando, FL! 🌴 Find Eric speaking: 📅 Friday, March 14th 🕗 8:50 AM – 9:40 AM 📍 Palazzo Ballroom #BAIndependent #FPTransitions #FinancialAdvisor #FinServ #WealthManagement #RIA

🚀 What does it take to build a billion-dollar firm? Join Kay Lynn Mayhue & Rick Kent on March 11 at 12 PM ET as they share key strategies for growth & leadership. Register now: ow.ly/jfMU50VagOt #FPTransitions #BusinessSuccession

FP Transitions’ own Scott Leak, CPA®, CEPA® will be speaking at Wealth Management EDGE 2025 on a panel discussing Navigating Mergers in RIAs. 📆 June 11th 🕓 4:15pm 💬 Catch us June 10–12 in Boca Raton, FL. #WMEDGE #FPTransitions #WealthManagement #FinancialAdvisory

Our team is heading to Wealth Management EDGE 2025 in Boca Raton, FL! 🌴 Meet the experts guiding independent advisors through M&A, succession, and growth strategies. 📅 June 10–12, 2025 💬 Let's Chat! #WMEDGE #FPTransitions #FPInsights #WealthManagement #FinancialAdvisory

The FP Transitions team is on-site through tomorrow, ready to discuss succession, equity growth, and M&A momentum. 📍 Boca Raton, FL 👋 Come say hello to Scott Leak, CPA®, CEPA®, Eric Leeper, CFA, Elise Rogers! #WMEDGE #FPTransitions #WealthManagement #FinancialAdvisory

We had a blast at #SchwabIMPACT 🤝 Thank you to all who stopped by and had the opportunity to talk with our team! Didn't get the chance? We've got you covered 👉 hubs.ly/Q02Zn_TV0 #SchwabIMPACT #FPTransitions #WealthManagement #FinServ #RIA

Our President, Kay Lynn Mayhue, and CEO, Rick Kent, join Eric Leeper for an exclusive FP Transitions webinar, moderated by Suzanne Siracuse! Learn key strategies for building a scalable, sustainable firm. ow.ly/KIg850V67OU #FPTransitions #WealthManagement #BusinessGrowth

Turkey and transactions have one thing in common: preparation is key. Don’t wing it—plan your succession! 🦃 🍂 Or just talk with a member of our team — we'll help you get started without the stress 👉 hubs.ly/Q02ZKyt10 #Thanksgiving #FPTransitions #WealthManagement

📈 Building Enterprise Value in the RIA Space: Insights from Brad Bueermann. 🔑 Want to learn what makes an RIA an attractive acquisition target?hubs.ly/Q03bZb440 #RIA #FPTransitions #MergersandAcquisitions #SuccessionPlanning #FinancialAdvisors #WealthManagement

🚨 Join Aaron Wells, CVA, Director of Financial Analysis at FP Transitions, for a live webinar hosted by Flourish - TOMORROW! 💡 Bring your questions! 👉 Register now: hubs.ly/Q03j6Ggz0 #FPTransitions #FPInsights #WealthManagement #BusinessStrategy #FinancialAdvisory

👥 Your Firm’s Future Depends on Who You Hire Next. Here’s How to Stand Out. 📅 Join us on July 15 at 1:00 PT / 4:00 ET Reserve your spot 👉 hubs.ly/Q03vJgXC0 #FPTransitions #FPInsights #FinServ #WealthManagement #FinancialAdvisory

Is your team structure helping or hindering your firm’s next stage of growth? 🔍 🍿 Start building smarter today 👉 hubs.ly/Q03s3Zvl0 #FPTransitions #FinServ #FinancialAdvisory #FPInsights #WealthManagement #RIA