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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...
Posted by FP Transitions on July 16, 2020
The Four Greatest Opportunities for Financial Advisors
Today’s Independent financial advisors face an endless array of challenges and opportunities. Identifying challenges before they arise is key for finding solutions and developing strategies for tackling the issues that present the greatest...
Posted by Mike McKennon on May 28, 2020
Monitoring the Health of Your Business with Annual Checkups
Completing an annual valuation on your business is the financial service industry equivalent of undergoing your annual physical. I’ll turn 55 this year and I have resigned myself to the fact that prescription medications have officially become...
Posted by FP Transitions on May 6, 2020
Synthetic Equity
Synthetic equity may be the right solution to solve a host of long-term employee issues. It is used to retain, motivate and reward employees when traditional compensation programs are not enough, staff are not yet ready to be partners or...
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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 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 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 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.