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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

FP Transitions

Profile

FP Transitions is the wealth management industry’s only end-to-end consulting firm dedicated to the growth and sustainability of independent financial advisory businesses.  Leveraging benchmarking data from 17,000+ certified business valuations and backed by a team of more than 60 professionals, including lawyers, analysts and consultants, FP Transitions delivers intelligent insights that enable multi-generational growth. Since 1999, advisors have turned to FP Transitions for guidance in identifying, building, and realizing their firm’s value.

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  • Who’s Coming Next? How Firms Can Attract, Engage, and Empower the Future Advisor Workforce

    4:15pm