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Posted by FP Transitions on April 13, 2020
Virtual Meetings : Looking Your Best [Video]
Virtual meetings are becoming the new normal. Taking a few moments to arrange your visible workspace, leverage what have at home to improve lighting, and frame yourself onscreen can do wonders for looking your best through virtual communications....
Posted by Marcus Hagood on April 1, 2020
Controlling What You Can, Learning From What You Can’t
“Instead of focusing on the circumstances that you cannot change—focus strongly and powerfully on the circumstances that you can.” –Joy Page
One of my favorite movies of all time is Casablanca. This 1942 American romantic drama is revered for its...
Posted by FP Transitions on March 26, 2020
News Roundup: Business Preparedness and Compliance
The last thing any business owner and professional needs is to deal with more ambiguity and uncertainty than the global situation has already dealt us. In our highly regulated industry, many advisors are asking questions about how to keep their...
Posted by Lisa Cordial and Mike McKennon on March 26, 2020
Continuity Now : Don't Leave Your Business Unprotected
Ongoing developments with COVID-19 have prompted a number of advisors to contact us and make sure their death and disability continuity plans are up to date. It’s worth noting that only about 30% of advisors have any type of formal, written death...
Posted by FP Transitions 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...
Posted by Brad Bueermann on March 24, 2020
Be a Resource in Times of Uncertainty
The last few weeks have been eerie. The markets are fluctuating, schools are closed, streets are deserted. The Portland area had a run of 65-degree sunny days followed by two days of snow. Our office is down to a skeleton crew, and the rest of the...
Posted by FP Transitions 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...
Posted by Elise Rogers on March 17, 2020
Create a Schedule : Tips for Working from Home with Kids
With school closures across the country and many parents working from home, we asked a seasoned, work-from-home pro, our Marketing Director Elise Rogers, how she’s adapting to working remotely with her three boys full time. Below she shares a tool...
Posted by Stuart Smith, JD on March 11, 2020
Structuring Ownership Compensation
Professionals working in the independent financial services industry tend to organize their business the same way as other professional service providers. Whether a dentist, lawyer, or wealth advisor, chances are that the firm owner is both a...
Posted by FP Transitions 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 by FP Transitions 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 by FP Transitions 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.