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June 3, 2025

Designing Your Team for Profitable Growth

Webinar

Andrew Town

Jennifer Goldman

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 our 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.

Live Q&A Session: Get your biggest questions answered by experts!

September 7 - September 10, 2025

Future Proof Festival

Event

Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

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