FP Transitions

Looking forward to returning to IMPACT®2025 in Denver, Nov 4–6. It’s always great connecting with independent advisors who are driving innovation across the industry. If you’ll be attending, come see us at booth #724. I’d love to reconnect. #SchwabIMPACT @Schwab4RIAs

5 key investments = stronger advisory business valuations. Scott Leak, CFP®, CEPA, breaks it down: ✅ Tech ✅ Marketing ✅ Talent ✅ Recurring revenue ✅ Equity-aligned partnerships Watch the insights: hubs.ly/Q03Q6rnF0 #FPInsights #BusinessValuation #WealthManagement

Equity swaps are complex. 👀 Private equity, governance, control — there’s more at stake than valuation. Eric Leeper, Brad Bueermann, and James Fisher, JD break it down. 🎥 Watch now: hubs.ly/Q03Q68pc0 #MA #EquityStrategy #FPInsights

🌄 The FP Transitions team is headed to #SchwabIMPACT in Denver, CO, Nov 4-6. We’re proud to exhibit in support of what matters most: independent advisors driving the future of wealth management. Stop by booth #724 to chat with our team! See you there,@Schwab4RIAs

The Rule of Thirds for advisory business cash flow: simple, powerful, often overlooked. 📊 Margins below 20% too long = uninvestable—especially for G2s funding buy-ins. 💡 Is your firm sustainable? 🎥 Watch the Masterclass: hubs.ly/Q03PMYxv0

Base + Bonus is in. ✅ Revenue splits are out. ❌ Eric Leeper, CFA joins Steve Perry of The Well Recruiting Solutions to unpack how advisor comp is changing. We’re tracking 3K+ roles: 💼 Base + bonus > splits 📊 KPI-tied pay 📈 Scalable growth 🎥 hubs.ly/Q03Pqg__0

Most small and mid firms still don’t budget for marketing, and it’s holding them back. Larger firms double down on brand and pull ahead. ROI on marketing can rival M&A growth. 🎥 hubs.ly/Q03P9Tvr0 #wealthmanagement @WealthEnhance

Internal succession isn’t simple. Eric Leeper, CFA, shares what it really takes: alignment, ownership mindset, and culture. Not gifting equity. Building leaders ready to invest time, money, and responsibility. 🎥 Watch the full discussion at hubs.ly/Q03NRFc60

You don’t have to choose between G2 succession or external partnership. Done right, blending both can protect your team, support your exit, and align long-term growth. James Fisher, JD, shares how: 🎥 hubs.ly/Q03Nz1S_0

Market swings ≠ your firm’s value. “A well-run advisory business doesn’t have a beta of 1,” says Eric Leeper, CFA. Diversified revenue + strong infrastructure = resilience. 📈 Learn how to structure for long-term stability 👉 hubs.ly/Q03MD7tr0

Turn data into insight ➡️ insight into action. The FPInsights® Portal helps advisory leaders benchmark comp & performance with 50+ KPIs from 17,000+ valuations. 📊 Start free: hubs.ly/Q03L-7nk0 🖥️ Book a demo: hubs.ly/Q03L-0Dg0

📈 Succession planning isn’t your exit plan — it’s your growth engine. As Eric Leeper, CFA of FP Transitions shares with Rick Kent & Kay Lynn Mayhue, internal succession fuels growth, empowers leaders, & preserves client continuity. 🎥 Watch: hubs.ly/Q03LNJML0

Succession is narrowing—and firms must meet next-gen talent’s needs. With FinServ Foundation, we surveyed aspiring advisors: they want mentorship, onboarding, inclusion, clear paths to partnership. We turned insights into action—earning a 2025 Luminaries finalist spot.

Management ≠ Mentorship. Next-gen advisors know what they need: ✅ Culture, Leadership, Clarity, Mentorship They’re not afraid of the work—our externship saw 60%+ completion from 2,000+ participants putting in 20 hrs/week on top of full-time jobs. 🎥 hubs.ly/Q03LffnJ0

When should advisors start planning to scale? “Start early. Earlier than you think. Define your vision, look at the data, and make a plan.” — Eric Leeper, CFA | FP Transitions 🎥 Full convo with @FPTransitions + The Well Recruiting Solutions 🔗 hubs.ly/Q03KJmyQ0

🎤By joining forces with EquitaFN and Ellevate, we're ensuring that women-owned firms have access to the most effective succession strategies in the industry.” – Stuart Smith, JD 👉 Read the full article on @PRNewswire hubs.ly/Q03K2Kg90

M&A isn’t just about numbers. 📊 Think of the 3 families of M&A: 1️⃣ You – personal impact 2️⃣ Your Staff – the backbone of success 3️⃣ Your Clients – trust & confidence Every deal should win for all three. 🎥 hubs.ly/Q03JHzqF0

💡 Keep your firm’s compensation competitive. The FPINSIGHTS® 2025 Compensation Study benchmarks 3,200+ firms by role, region & size—covering salary + bonus, revenue-sharing, equity plans & more. More than data. It’s direction. 🔗 Participate FREE: hubs.ly/Q03JPnwM0

Hiring Is Just the Beginning. What comes next defines your business. In this roundtable, Leslie Smith, Eric Leeper & Steven Perry share strategies for role design, comp plans & succession-ready teams. 🎥 Watch on-demand: hubs.ly/Q03JHlMV0

🎤 “I never had anyone who advocated for me.” — Bridget Venus Grimes, CFP®, President, EquitaFN We partnered with Ellevate Advisors and EquitaFN to create Succession Planning Advantage to help advisors. 🎧 Hear Bridget’s full convo with Suzanne Siracuse: hubs.ly/Q03JcvZb0