In this conversation, Johnny Sandquist of Three Crowns Marketing speaks with Scott Leak from FP Transitions about the importance of creating a net positive industry in wealth management.
As a firm that helps advisors navigate acquisitions and talent transitions, FP Transitions plays a key role in supporting independent advisors.
Now, as the very first strategic partner to the Net Positive Consortium, they’re doing even more.
Scott emphasizes the need for sustainable practices and the benefits of joining the Net Positive Consortium to foster community and collaboration among independent advisors.
Click here to submit your application for membership to the Net Positive Consortium.