Date & Time: Tuesday, June 3, 2025, at 10:00 AM PT / 1:00 PM ET
We invite you to an exclusive discussion on one of the most critical challenges for growing advisory businesses: designing and optimizing your team for sustainable success. Scaling your business is about building a team that enhances profitability, efficiency, and firm value while maintaining high-quality client service.
Join industry experts, Jennifer Goldman, Business Transformer & Founder of My Virtual COO, and Andrew Town, Senior Consultant at FP Transitions, as they dive into these key discussion points:
Strategic Team Structures: Understand the differences between a lifestyle, growth, and scalable business model and determine the best fit for your goals.
The Value of Your Team: Learn how talent, compensation, and productivity directly impact your firm’s valuation and long-term success.
Maximizing Team Potential: Explore strategies to enhance capacity and efficiency without unnecessary hiring.
Smart Hiring & Compensation: Gain insights into attracting and vetting top talent, structuring compensation, and aligning incentives for business growth.
Where to Begin: Walk away with actionable steps to design a team structure that supports your long-term vision.
Join the Conversation!
Register Now
Topics
July 27, 2022
An Owner's Guide to Succession Planning
Webinar
David Grau Sr., JD, President and Founder at FP Transitions
Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retention strategy. Advisors acknowledge that succession planning is a key component of any valuable business, but many struggle to find the time, support, or opportunity to fully embrace their optimal succession planning strategy.
David Grau Sr., JD, President and Founder at FP Transitions
Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retention strategy. Advisors acknowledge that succession planning is a key component of any valuable business, but many struggle to find the time, support, or opportunity to fully embrace their optimal succession planning strategy.
David Grau Sr., JD, President and Founder at FP Transitions
Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retention strategy. Advisors acknowledge that succession planning is a key component of any valuable business, but many struggle to find the time, support, or opportunity to fully embrace their optimal succession planning strategy.
