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Posted by FP Transitions 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 by FP Transitions 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 by FP Transitions 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 by FP Transitions 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 by FP Transitions 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 by FP Transitions 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...