Upcoming Webinars
2026 State of Compensation Strategies
Compensation Is Changing: What the Data Reveals About Pay, Equity, and Staffing in Advisory Firms
The 2026 State of Compensation Strategies is a new annual research report from Succession Resource Group (SRG) that helps advisory firm leaders make smarter decisions around Pay, Incentives & Equity.
Topic: Equity Sharing, Compensation
Speakers
Director of Strategic
Organizational Planning
Director of Valuations
Grow Your Firm Without Limiting Your Future Exit Options
Grow Today. Keep Your Options Tomorrow.
Build enterprise value without limiting your future exit options.
Join us March 11 to learn how to grow strategically while preserving flexibility for succession, sale, or long-term independence.
Topic: Strategy, Succession Planning & Continuity, M&A
Speakers
Founder/CEO
Stronger Together: Making a Merger a Growth Move
Why the Right Merger Can Change the Trajectory of Your Firm
Most advisors don’t struggle because they lack opportunity—they struggle because it’s hard to know which opportunities actually move the firm forward. This conversation explores how experienced advisors think about mergers before they ever discuss terms or structure.
