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What’s the Secret to Advisor Growth?What’s the Secret to Advisor Growth?

Focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success, says FP Transitions' Scott Leak.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

March 21, 2023

Advisors need to consider organic and inorganic growth when attempting to scale their business. Scott Leak, director of business growth at FP Transitions, explains how focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success.

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About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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