Webinar: How to Build a Sustainable, High-Growth Advisory Firm

Success Doesn’t Happen by Chance—It’s Planned.

In this powerful webinar, top industry voices—Rick Kent, Kay Lynn Mayhue, and Eric Leeper—reveal the blueprint behind Merit Financial Advisors’ strategic growth and leadership continuity. Moderated by Suzanne Siracuse, this candid conversation dives deep into succession planning, scaling smart, and building a firm that lasts for generations.

Whether you’re preparing your exit or planning your next phase of growth, watch now to uncover the real-world strategies that transformed Merit—and could do the same for your business.

Don’t miss out—follow for more insights that help you lead, grow, and future-proof your firm.

 

Want to take the next step? Reach out to us to learn how we can help you build your own multi-generational legacy.