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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.
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...