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Posted on July 24, 2014
Charting Your Succession Course
Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing.
Posted on July 21, 2014
My Second Book - Nailing it From Word One
The publishable manuscript for , was submitted to Wiley & Sons on March 17th, 2014 – all 78,118 words of it – 76 days past due. It was released in June 2014, and I couldn’t have been happier or prouder. It is, in my humble opinion, a very good book,...
Posted on July 16, 2014
My First Book
I wrote a book! Actually, I wrote two books, but only one was publishable. I’d like to tell you about the one that didn’t get published - the one I learned the most from.
Posted on July 9, 2014
Benzinga PreMarket Prep Interview
Yesterday, FP Transitions president and founder David Grau Sr., JD appeared as a guest on benzinga.com and #Premarket Prep to discuss his new book Succession Planning for Financial Advisors: Building an Enduring Business and the succession planning...
Posted on June 26, 2014
Succession Planning Can Boost Business
“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will...
Posted on June 19, 2014
Remodel Cash Flow to Build Businesses of Enduring Value
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.
Posted on June 6, 2014
Isn't it Ironic?
“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”
Posted on June 3, 2014
Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'
"To paraphrase Oscar Wilde, independent advisors who rely on revenue sharing versus equity for compensating junior advisors are aware of price but not value. If your goal as an independent advisor is to build a valuable and enduring business, then...
Posted on February 12, 2014
Succession Planning : The Next Generation of Ownership
Yes, it’s true, you can work forever.
Recently, the career of “financial planner” has appeared on many Top 10 career lists. This is due to high job satisfaction and earning potential in the industry. It comes as no surprise to veteran advisors, who...