![]() I am excited to help advisors build sustainable businesses and work to support this profession as it continues to grow, evolve, and embrace change." She brings valuable insights to both the internal team and all FP Transitions advisors as a fintech and next generation thought leader, driver of meaningful partnerships, and champion of collaboration. Jessica Flynn, Communications Director: Jessica joins FPT after nearly a decade with the Financial Planning Association® (FPA®), where she most recently served as the Managing Director of Strategic Partnerships. "We're currently facing a sustainability challenge across this financial services industry, and FP Transitions is tackling the problem by helping to create equity ownership opportunities for the next generation of advisors. This is a reunion for Scott and Marcus who both started their careers and worked together at TD Ameritrade Institutional. "Now, with FP Transitions, I want to help accelerate what I think is one of the most important trends in our industry: empowering those advisors to build enduring, transferable businesses." Scott will be working with Marcus Hagood who leads the Equity Management Solutions™ team at FPT. "At TD Ameritrade, I was a part of a solution that accelerated so many advisors in finding success transitioning to the independent advisory model," he explains. Scott Leak CFP®, Senior Consultant: Scott joins FPT after more than two decades with TD Ameritrade where he helped build what became TD Ameritrade Institutional. I am excited to work with the FPT team to provide the integrated resources needed to help advisory businesses meet their long-term strategic goals." ![]() "Owners need a peer to talk to through important business decisions. "Having been on the other side of trying to solve problems on my own, it is great to be able to offer the guidance and resources to help owners achieve their goals," he says. As part of the FPT Enterprise Consulting Group, Eric offers his extensive experience to not only guide advisors, but also to help them avoid mistakes he's seen in the past. ![]() More recently he served as President and Chief Operating Officer of two nationally-recognized RIAs each with over $1B in assets under management. He has continually stayed on the leading-edge, helping Fidelity Investments launch the first-ever home stock trading system and later launching, Kobren Insight Management, one of the nation's first ever Independent Registered Investment Advisors which he grew from start-up to over $1B in assets under management before selling to E*TRADE Financial. Each of these individuals brings extensive industry experience and a valuable perspective to the ever-growing FP Transitions team.Įric Godes, Senior Vice President: Eric joins FPT with more than three decades of experience running wealth management firms. 16, 2021 /PRNewswire/ - FP Transitions (FPT) - a leading provider of valuation, succession planning, and practice equity growth services in the financial services industry - recently added three new professionals to its roster.
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