About the Webinar
Join us for an exclusive webinar featuring Founders Financial Chief Executive Officer Brad Shepherd as he explores succession strategies advisors need to consider sooner rather than later. The session will provide invaluable insights into navigating the various succession options advisors have access to and should consider to protect their legacy and maximize monetization of their practice. It covers essential topics such as how to handle M&A opportunities, what goes into valuation, and what to consider if you are thinking about an internal succession strategy.
Those in attendance will be empowered and prepared to:
- Compare different succession strategies
- Evaluate the pros and cons of M&A
- Plan for internal succession
- Build a realistic timeline for succession
🗓️ June 4, 2025 | ⏰ 2:00 PM | 📍 Online
About the Speaker
Brad Shepherd, Chief Executive Officer
Brad’s 25-year industry tenure began with him serving as a financial advisor, where his knack for serving others flourished. Ultimately, his drive to have an impact on the financial advisors themselves, so they may flourish in serving their clients, is what drew Brad into a leadership role for Founders. Read More →
Get To Know Founders Financial
Explore Founders Financial by the numbers, learn how our solutions empower the advisors we serve, and discover how our legacy and community have grown together through a dedication to our mission and purpose of servant leading independent financial advisors in pursuit of their enterprise dream.
Upcoming Events
Whether you’re looking to expand your knowledge, network with industry professionals, or stay updated on the latest trends, our events are designed to provide valauable insights and opportunities.
3 Ways To Bear Market Proof Your Practice
April 17
Zoom Webinar
Join Founders Financial President and CIO Peter Murphy for an exclusive webinar on protecting your practice during a bear market. Gain strategic insights on leadership, client management, and practical business strategies to navigate challenging times.
How to Lead Your Way to Scalable Growth
May 8
Zoom Webinar
Join CEO Brad Shepherd as he delves into the complexities advisors face in growing their practice. He offers unique insights and actionable steps to help advisors unlock their inner CEO and achieve sustainable growth.
Deciding When It's Time for Succession
May 13
Zoom Webinar
Brad Shepherd presents an introspective way for you to think about and analyze where you are in the business you have built today and determine what the next few years will look like.
What is Peacefulness Worth to You?
June 3
Zoom Webinar
Founders Chief Investment Officer highlights the impact of investment management on your time and the opportunity cost of not leveraging outsourced solutions. Join Pete Murphy, as he breakdowns the options available to advisors, including those they may not be as familiar with.
Warm Welcome: Summer Open House
July 9
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our summer open house. Stay tuned for more information or email us about being notified when event details are available.
Building a Path to Growth
July 10
Zoom Webinar
Join us as we highlight what it requires to evolve your practice from one state to the next. Brad Shepherd will showcase you can assess your practice today and align the building blocks to take a measured approach to growth.
FCMS Quarterly Market Review & Oulook
July 15
Zoom Webinar
Join Pete Murphy, Chief Investment Officer as he shares his global economic and capital market outlook, provides advisor perspectives on the current environment to support you in client conversations, and answers your questions.
Harvest of Opportunities: Fall Open House
October 15
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our fall open house. Stay tuned for more information or email us about being notified when event details are available.
Frequently Asked Questions
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You can register for our events through our website by clicking on the event you’re interested in and filling out the registration form.
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Yes, registered participants will receive access to event materials and recordings after the event.
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You can subscribe to our blog or follow us on social media to receive updates on upcoming events.
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For more information, please reach out to [email protected] or call us at (888) 523-1162.
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