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
Running Your Firm Like You Have Options
A Smarter Way to Think About Growth, Continuity, and the Next Chapter
What does it actually mean to “have options” as an independent advisor? In this session, SRG leaders explore how well-run firms create flexibility, control, and leverage long before major decisions are required.
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.
