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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...

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

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...

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...

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 ...

Posted by FP Transitions on July 26, 2021

From Insight to Implementation: A Strategic Path to Business Success

We know it’s common to focus on getting a new client by sharing just enough information to win the sale. Often, that comes down to a quick diagnosis based on what thesalesperson wants to sell, rather than what the client truly needs.

We don’t do...

Posted by FP Transitions on January 28, 2021

Aligning Ownership Priorities for Success

In our more than twenty years’ experience helping businesses design and implement internal succession plans, we’ve seen that each generation—G1, G2, and G3—can, naturally, have their own distinct points of view and priorities. These differences are...

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