Blog
Select Topic:
Posted by FP Transitions on November 5, 2015
Acquisition Tip of the Week #2 : Continuity
The decision to sell is difficult, and emotional. Sellers worry about leaving their clients in good hands as they move on to the next stage of their lives.
This week's Acquisition Tip is about proving that those hands are your hands.
Don't forget...
Posted by FP Transitions on October 28, 2015
INTRODUCING : Acquisition Tip of the Week
With an average 50:1 buyer to seller ratio, advisors are looking for a leg up on the rest of the buyer pool. But you can’t find your “edge” until you’ve taken care of the basics.
These weekly tips will provide you with basic steps EVERY buyer needs...
Posted by Jeanie O'Reilly Northcutt on August 19, 2015
Gaining Peace of Mind: Tips for Selling Your Practice
After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult...
Posted by FP Transitions on August 11, 2015
FREE Continuity White Paper
The single, biggest threat to a financial services business with one owner, or only one primary advisory, is not the lack of a succession plan. It is, in fact, the lack of a plan to protect the clients and the practice's value in the event of an...
Posted by FP Transitions on August 5, 2015
The Faces of FP [VIDEO]
Meet the faces of FP Transitions–the team of people passionate about your growth. We use our different perspectives and shared desire to help financial advisory businesses, of any size, reach their goals. We care about what we do, and we care about...
Posted by FP Transitions on July 24, 2015
Brad Says...
Posted by FP Transitions on July 21, 2015
Robo Advisors: Threat or Asset?
In the past month it seemed like our inboxes and Twitter feeds exploded with articles on “robo advisors.” Not necessarily a new technology, these automated platforms are setting off some threat alarms in the financial services industry.
It seems...
Posted by FP Transitions on June 19, 2015
Brad Says ...
Posted by FP Transitions on June 9, 2015
A New Goal for a New Generation
Founding (G1) advisors are asking the wrong question: “How do I hire and retain employees with an entrepreneurial mind-set?” It should be, “How do I attract and retain employees with the skills and expertise to take my business to the next level?”
![Decrypting Continuity [INFOGRAPHIC]](https://www.fptransitions.com/hs-fs/file-2826829910-jpg/Resource_Files/ContinuityPlanningInfographic.jpg?width=458&height=280&name=ContinuityPlanningInfographic.jpg)
Posted by FP Transitions on May 5, 2015
Decrypting Continuity [INFOGRAPHIC]
There is a lot to consider when crafting an effective continuity plan: partner, terms, triggering events, and clients expectations to name a few. This infographic below breaks down the most important elements of continuity planning to help tackling...
Posted by FP Transitions on April 16, 2015
[FP WEBCAST] Lifestyle Succession Plan
ur lastest FP Webcast, President and Founder, David Grau Sr., talks about how to execute a proper succession plan. From thinking...