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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...
Posted by FP Transitions on April 14, 2015
The Art of Valuation
Success in any endeavor comes from a combination of luck, timing, and strategy. If your goal is to grow your practice, acquire another firm, or build a legacy with your financial advisory business, developing the right strategy is crucial to your...
Posted by FP Transitions on April 8, 2015
How to Jump to the Top of the Buyer List
If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.
Posted by FP Transitions on March 30, 2015
Continuity Challenge #1: Finding a Partner
The single, biggest threat to the continuity of an independent financial services or advisory practice is the lack of formal plan to protect the clients, cash flow, and value in the event of the sudden death or disability of the primary advisor. And...