TRANSITION TALK :: Blog | FP Transitions (8)

Posted on March 25, 2020

News Roundup: Communicating with Clients During a Crisis

Many things are up in the air right now, and we’re all experiencing major changes to the way we live our lives. It’s no wonder that investors—and advisors—are wondering the best course of action as markets fluctuate and many businesses can’t...

Industry News, Leadership

Posted on March 18, 2020

News Roundup: Expert Tips for Working Remotely

Things have been changing for years, more and more people work from home and do so productively. Gone are the days, for many industries, where being in an office is a requirement. As technology continues to improve and online communications have...

Business Growth, Industry News, Leadership

Posted on February 27, 2020

G2 Perspectives : Advice for Next-Generation Owners

As industry leaders in designing and facilitating internal succession plans for financial advisory firms, the leadership team at FP Transitions has its own talented, multigenerational ownership team in place. Our next-generation leaders have unique...

Posted on February 21, 2020

Financing for Successors

Your principal advisor has invited you to become an owner. Congratulations! The majority of next-generation advisors are energized by the demand for and the opportunity of succession planning, but most founders are stalled leaving successors...

Posted on January 29, 2020

Cultivating Talent Through Culture (NEW Webcast)

Building a sustainable business requires reaching across the generation gap and tapping into the energy and talent of younger professionals.

Business Growth, Culture, Next Generation, Talent Recruitment

Posted on December 23, 2019

Happy Holidays!

Happy Holidays from the FP Transitions family!

May your holidays be filled with warmth, merriment, and a splash of good cheer!

Cheers!

Take a behind the scenes look at how this year's holiday photo was created below. Cheers!

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Posted on November 13, 2019

Targeted Growth Solutions for Financial Advisors - FREE eBook Download

Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for...

Posted on November 7, 2019

Elevating a Legacy : A G2 Success Story

In our first book “Succession Planning for Financial Advisors,” founder David Grau Sr., JD recounted one advisor’s early succession journey, including his ownership team’s bumps and triumphs as they executed the first tranches of their plan. Today,...

Posted on October 23, 2019

Next-Gen Impact

The sustainability of financial services businesses depends on the incorporation of new talent. The demand for next-generation talent continues to increase as longevity, continuity, and staying competitive become top priorities for many financial...

Posted on October 21, 2019

NEW Roundtable Talk - G2 Perspectives : Cultural Fit and the Ownership Mentality

In this Roundtable Talk, the next-generation ownership of FP Transitions discuss their own experiences in taking the mantle to shape the team and future of the business. They explore hiring for cultural fit and potential value, the definition of...

Posted on October 10, 2019

FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership

In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses...