Upcoming Webinars
Join Us Every Month
Live Webinars for Financial Advisors and Firm Owners
SRG hosts a monthly webinar built for advisory firm owners and the teams around them. Each session is led by the same consultants, analysts, and strategists who work on valuations, deal structures, compensation plans, and succession strategies with firms across the country. The topics rotate, but the perspective stays consistent: practical guidance grounded in real deal data and real client work, not theory.
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
Valuation Best Practices:
Stop Leaving Money on the Table
Know What Your Practice Is Really Worth
Too often advisors don’t think seriously about valuation until a buyer, successor, or partner puts a number in front of them, and by then, the levers that could have moved that number are already fixed in place.
This session breaks down how valuations actually work, what separates a strong multiple from a disappointing one, and what you can still do today to close the gap.
