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FP Communications

FP Communications

Recent Posts

M&A Mid-Year Update

Posted by FP Communications on Jun 8, 2022 12:00:00 AM

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We just got back from Fort Lauderdale where we spoke at the WealthStack RIAEdge conference for WealthManagement.com. James Fisher, FP Transitions’ Vice President of M&A spoke with several advisors onsite. We wanted to take some of the questions that we received and see if we could answer them for our broader client base.

HubSpot Video

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Topics: Selling Your Practice, Commentary, M&A, Business Value, Buying & Selling

Applying Our Own Advice to Ourselves, Not Just Our Clients

Posted by FP Communications on Jun 3, 2022 5:00:00 AM

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"Think about those future goals."

"Hold steady and don't react to the market."

"Remember, we have a plan and it's still well on track."

Throughout the market roller coaster of the Pandemic and now with 2022 rearing its head, advisors are getting used to coaching clients through market volatility. What matters most in these scenarios are two things: first, a trusted relationship between advisor and client, and second, preparation and education to navigate these emerging challenges.

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Topics: Succession Planning, Selling Your Practice, Business Value, Sustainability, Trends

4 Tips for Building a Strong Foundation

Posted by FP Communications on May 26, 2022 12:00:00 PM

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Designing a sustainable firm is something that requires intentionality. For most advisors, this is always the goal, but having time to monitor your progress and course-correct is simply overwhelming. It gets shelved in the back of our brains, and its not until something unexpected crops up when we realize its time to revisit our goals. 

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Topics: Continuity Planning, Organizational Structure, Entity Structure, Sustainability, Business Operations

Enhancing Your Successor Traits as a Woman in Wealth

Posted by FP Communications on Mar 8, 2022 3:38:39 PM

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Enhancing Your Successor Traits as a Woman in Wealth 

Written by Jess Flynn, Communications Director at FP Transitions

Recent Bureau of Labor Statistics data details that women comprise 47% of the workforce, but just 29% of senior management positions. While more women are entering the financial planning profession, they are joining in marketing, administrative, or other staff roles within financial planning firms and related organizations. There is still a large gender inequity between females in leadership at these firms, and it becomes especially apparent as we look at the number of female owners in the financial advisory space.  

As advisory firms continue to build profitable, transferrable and enduring businesses, one critical gap in this process has been around attracting and retaining diverse talent. While many firms have openly committed to embracing diversity, equity and inclusion within their firm, the effects of this are yet to be seen in the broader financial services community.

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Topics: Succession Planning, Culture, Next Generation, Sustainability, Women in Wealth