FP Transitions

Management ≠ Mentorship. Are your leadership skills aligned with what next-gen advisors really want?

Emerging talent isn’t confused, they're clear about what they need:

✅ A healthy team culture
✅ Strong leadership
✅ Structure and career clarity
✅ Mentorship that guides rather than just manages

And here’s what’s surprising: they’re not shying away from the work.

📈 In our externship program, we’ve seen a 60%+ completion rate from over 2,000 participants working 20 hours per week on top of full-time jobs, family commitments, and more.

What they need is a path. A plan. A business that believes in them and shows them how to grow.

Are you building that environment? Or just expecting performance?

Watch the full conversation:

🎥 https://hubs.ly/Q03Pqk1l0

Amplified Planning

Internal succession sounds simple until you try to do it.

Eric Leeper, CFA breaks down what it really takes to structure a succession plan that works: aligning intentions, evaluating ownership mindset, and designing around both economics and culture. ✅

This is not about gifting equity. It is about identifying partners who are ready to invest in time, money, and responsibility. If you're not sure where to begin, start by getting clear on the outcome you're solving for.

Don't miss Kay Lynn Mayhue’s cautionary tale at the end. A powerful reminder of what is at stake.

Watch the full discussion at https://hubs.ly/Q03NRF6q0

Merit Financial Advisors

You don’t have to choose between internal succession *or* finding a partner outside your business.

Those paths aren’t always mutually exclusive and when structured intentionally, they can unlock powerful advantages.

In a recent discussion, James Fisher, JD, emphasizes the impact of advisors building continuity and growth by blending internal G2 ownership with external partnerships. When done right, it protects your team, supports the founders' exit glidepath, and creates long-term alignment for clients and employees alike.

It’s a perspective shift many haven’t considered, but one that can redefine the future of your business.

🎥 Hear more about best practices of preparing for evolving dynamics: https://hubs.ly/Q03Nz3KN0

Will market volatility affect your valuation? 🤔

Eric Leeper, CFA, reminds us that a well-run advisory business doesn’t have a beta of 1. Value doesn’t move one-to-one with returns.

Firms that diversify their revenue and lead with strong infrastructure are built to absorb the shocks.

So, how do you structure a business that can thrive in volatile markets?

🎥 Watch the full webinar to learn how to position your business for long-term sustainability.

https://hubs.ly/Q03MNvh90

Turn Data into Insight. ➡️ Insight into Action.

The FPInsights® Portal gives advisory business leaders the tools to benchmark compensation and performance using data from more than 17,000 valuations and 25 years of experience. With 50+ KPIs across value, profitability, and revenue, the portal helps you uncover trends that top-line metrics often miss.
Whether you're aligning team compensation, exploring internal succession, or preparing for acquisition, the FPInsights® Portal translates data into strategic action.

📊 Want better decisions, backed by data? Create a FREE account: https://hubs.ly/Q03LZ-D-0

🖥️ Book a demo to explore how these tools guide sustainable growth
https://hubs.ly/Q03L-5F10