Succession isn’t a backup plan. It’s a growth strategy. Most advisors delay succession planning until momentum is gone. Learn how Merit turned succession into a growth strategy. 🎥 Watch the full panel: hubs.ly/Q03y8FxV0 #SuccessionPlanning #RIAgrowth

Fee-for-advice or hybrid? Your revenue model defines how you’re benchmarked. Scott Leak, CFP®, CEPA® breaks down FP Transitions’ approach in our latest Masterclass, now available on-demand. Watch now: hubs.ly/Q03yBYXr0 #FPInsights #WealthManagement #FinancialAdvisors

What sets fast-growing firms apart? We crunched the data to find out 📈 Scott Leak, CFP®, CEPA®, explores the data inside our new FPInsights portal in the latest Masterclass. Curious how your firm stacks up? Let’s talk 👉 hubs.ly/Q03yGrsf0 #FPInsights #RIA #FPTransitions

Picture a smooth, predictable transition from day one. What would that mean for your firm? Explore timelines, strategy, and structure with our step-by-step workbook—built for smart, confident exits. 📘 Download the Guide Now: hubs.ly/Q03zrDx30 #FPInsights #EquityStrategy

Two on-demand panels reveal how to recruit top advisor talent and drive sustainable, M&A-powered growth.👇 🎥 What Motivates Future Advisors: hubs.ly/Q03zr_ls0 🎥 Building the Business of the Future: hubs.ly/Q03zr-Nh0 #FPInsights #WealthManagement #EnterpriseGrowth

"Valuation is a roadmap, not a price tag." Why formal valuation ≠ market price: ✅ Assumptions vs. reality ✅ Strategic fit drives price ✅ One buyer ≠ the market Watch the full discussion → hubs.ly/Q03BfGkY0

Top firms don’t guess—they benchmark. Learn how the FP Insights® portal helps advisory firms compare KPIs, spot gaps, and grow intentionally. Whether you're planning for succession or M&A, this is how data drives decisions. 🎥 Link to full masterclass in comments.

If you have not started planning for what comes next, you are not alone. Most advisors begin without a clear path. Eric Leeper, CFA and Suzanne Siracuse explain how to take the first step toward building a more sustainable business. 🎥 hubs.ly/Q03CGBmr0 #FPInsights