TRANSITION TALK

Christine Sjölin

Christine Sjölin
Christine is the VP of Strategic Development and Operations and G2 Partner at FP Transitions. She has been one of the principal drivers behind the growth and success of many FP programs, including the Equity Management System, a program that now boasts approximately 2,000 members and 20 independent Broker-Dealers and Custodians. Whether speaking, publishing or helping advisors one-on-one, she brings important perspective and enthusiasm to her work at FP Transitions. Christine is one of the chief architects of the FP Transitions vision and team.

Recent Posts

FPA Annual Recap : Elevating the Profession

Posted by Christine Sjölin on Oct 19, 2018 9:50:20 AM

The last few years I’ve been unable to attend the FPA annual conference due to personal commitments. It was great to be back on site for this year’s event in Chicago.

The Future of the Industry

As an Official Sponsor of the Next Generation, we are tapped into what young advisors are doing, hearing, and saying. It’s an energizing group to be around—the future advisors I met in Chicago view financial planning as a calling as well as a rewarding career. It does strike me as a bit ironic that the “NexGen” community stops at 37 years old, when the average age of a graduate in a financial planning program (as shared during a conversation with university staff) is 41. I suspect these more seasoned career changers will have an easier time making their way into the industry, but it’s important to incorporate the youngest professionals into existing businesses, as they will impact the industry for decades, if they don’t get discouraged. This new generation of advisors are more dynamic and driven than they’re often given credit for, and these savvy younger professionals will continue pushing the status quo to create opportunities for themselves.

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Topics: Sustainability, Next Generation, Talent Recruitment, FPA, Events

Top 6 Ways to Grow Your Business

Posted by Christine Sjölin on Jan 28, 2016 9:52:57 AM

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1. Invest in Human Capital
Most advisors have built their business from nothing into their single most valuable asset. Data from our 2015 Valuation Database indicates that businesses with multiple professionals accumulate assets at a higher rate than sole practitioners. As your business matures, it is imperative to invest in the next generation of talent, to keep the engine running while you begin to enjoy the reward for what you’ve built.

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Topics: Revenue Strength, Enterprise Strength, Business Value

Another Dimension to "Transition"

Posted by Christine Sjölin on Dec 8, 2015 8:57:11 AM

Creating a succession plan can be a momentous task, leading to a transition that transforms not only the business, but lifestyle of everyone involved. It often takes a team approach to cover all aspects of the transition and the personalities involved. We understand our strengths and our limits in the planning process, and embrace the opportunity to work with diverse professionals, coaches and consultants. Each brings something new and valuable to the table, and their role in the process can be as unique as the business going through transition. This guest blog is part of a series featuring some of our partners and colleagues who contribute to the succession planning process and supplement FP Transitions’ analytical and strategic skill set.

Our first guest blogger, Marty Kurtz, CFP, is a past president of the FPA and a terrific example of an advisor who transformed his business and gained the flexibility to move on to a new, meaningful chapter in his career. After completing his own succession plan, Marty launched Turning Point, a coaching program centered on a 3-day getaway where successful advisors can gather with a small group of their peers to focus on their vision for the future. In his own words, Marty explains what led him to create this valuable retreat, and how Turning Point fills a void for his fellow professionals.

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Topics: Succession Planning, Guest

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