Blog
Select Topic:
Posted by FP Transitions on December 23, 2019
Happy Holidays!
Happy Holidays from the FP Transitions family!
Posted by FP Transitions 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 by FP Transitions 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 by FP Transitions 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 by FP Transitions 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 by FP Transitions 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...
Posted by FP Transitions on October 8, 2019
Entrepreneurs Need Intrapreneurs: Building a Successor Team
Starting an independent financial advisory firm is prime example of industry entrepreneurship. It’s a classic image: regular 18-hour days wearing different hats across the business: CEO, Marketing Director, HR Manager, IT Coordinator, Bookkeeper...
Posted by FP Transitions on September 27, 2019
Plotting Your Exit
When should you start developing your exit plan or succession plan?
The short answer is: start the planning process early. Successful internal succession planning can be a 10- to 15-year process so give yourself adequate time. For advisors who want...
Posted by FP Transitions on September 13, 2019
FPT in the News - The New York Times : Wealth Advisory Firms Are Merging, but What’s in It for Clients?
FP Transitions CEO, Brad Bueermann, weighs in on the "trend" of consolidation among wealth management firms in Friday's New York Times Article, "Wealth Advisory Firms Are Merging, but What's in it for Clients?" by Paul Sullivan. Experts share...
Posted by Stuart Smith, JD on September 13, 2019
A Green Paper for Financial Advisors
We write a fair number of white papers every year. As thought leaders, it is part of our job to share our thinking with independent financial professionals in order to advance the profession. In our consulting work, our clients often challenge us...
Posted by FP Transitions on September 10, 2019
FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan
Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and...
Posted by FP Transitions on August 13, 2019
Preparing Yourself (and Your Boss) for Ownership
As a next-generation advisor, pursuing ownership as part of your career path is an important decision. Business ownership requires a variety of skill sets and comes with both benefits and responsibilities that go beyond the role of advisor. Before...