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Posted by FP Transitions on June 8, 2023
Elements of A Winning Recruitment Strategy
Whether you’re looking for seasoned talent or up-and-coming professionals to fill out your team, a winning recruitment strategy is built with intention. It's not just about the role you need to fill, but also about identifying the type of person...
Posted by FP Transitions on April 11, 2023
Tips for Increasing Firm Value
You invest a substantial amount of energy into running, growing, and evolving your business. Knowing when, where, and how to best direct your efforts could mean the difference in thousands, or even millions, of dollars long-term. Having spent two...
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Posted by FP Transitions on February 1, 2023
Your Catalyst for Growth and Progress: Focus on Your Team
Editor’s Note: We originally posted this article by Colleen Jordan Hallinan in 2018. Since then, the need for business owners to focus on building the right team in order to grow and establish sustainability has only increased. And so, five years...
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Posted by FP Transitions on January 12, 2023
(Tech) Stacked for Growth
Growth can be enabled – or hindered – by your technology. And not only that, but it can also seriously erode your profit margin if it costs you clients, requires constant fixing, or slows down cross-department collaboration. But here’s the thing:...
Posted by Elise Rogers on October 10, 2022
7 Acquisition Tactics You Can Implement Today
I rarely meet a financial advisor who doesn’t immediately mention that they want to buy a practice. It seems to be every advisor’s goal. Of course it is. And in my fifteen years in the industry, I have seen why.
One of the fastest ways for a firm...
Posted by FP Transitions on July 12, 2022
Maximizing Key Drivers For Business Revenue and Growth
For many years, our data has shown that firms with over $2M in annual revenue tend to grow twice as fast as those with $250K in annual revenue. Contrary to how it might seem, this is actually a function of their structure, not necessarily their ...
Posted by FP Transitions on April 11, 2022
Top 6 Ways to Grow Your Business
Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...
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Posted by FP Transitions on February 23, 2022
LLC vs. Corporation. Which entity structure fits your goals?
LLC vs. Corporation. Which entity structure fits your goals?
Building a solid foundation for your business begins with selecting a legal entity and tax structure that will be most beneficial for your circumstances. When choosing the right entity for...
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Posted by FP Transitions on November 29, 2021
KPIs. What are Key Performance Indicators, and how do you Leverage them?
KPIs, or Key Performance Indicators
During a recent webinar hosted by FP Transitions, several attendees had questions about KPIs. Marcus Hagood Director of Equity Management Solutions®at FP Transitions, and Mike McKennon, EMS™ Consultant at FPT,...
Posted by FP Transitions on August 9, 2021
Mid-Year Market Update - Key Insights
Last month our M&A Director James Fisher, JD and CEO Brad Bueermann delivered our 2021 Mid-Year Market Update and explored marketplace activity for the first half of 2021.
We all know that 2020 was a truly unique year on all fronts. The financial...
Posted by FP Transitions on July 30, 2021
Balancing Enterprise Strength and Revenue Strength
Many financial services businesses focus on revenue strength while downplaying–or ignoring–enterprise strength. However, revenue strength and enterprise strength are both critical to the growth and sustainability of a business. When revenue is the ...