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![Client Success Story : The Growth Machine [VIDEO]](https://www.fptransitions.com/hs-fs/hubfs/Twitter_Images/Lutz__Legacy_Financial/Lutz_thumbnail.jpg?width=458&height=280&name=Lutz_thumbnail.jpg)
Posted by FP Transitions on October 5, 2016
Client Success Story : The Growth Machine [VIDEO]
In the M&A space for the financial services industry, everyone wants to acquire. Few advisors, however, take the time to sit back and think about what they want from the acquisition: what kinds of clients and assets would complement the existing...
Posted by FP Transitions on July 24, 2015
Brad Says...
Posted by FP Transitions on July 21, 2015
Robo Advisors: Threat or Asset?
In the past month it seemed like our inboxes and Twitter feeds exploded with articles on “robo advisors.” Not necessarily a new technology, these automated platforms are setting off some threat alarms in the financial services industry.
It seems...
Posted by FP Transitions on June 19, 2015
Brad Says ...
Posted by FP Transitions on June 26, 2014
Succession Planning Can Boost Business
“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will...
Posted by FP Transitions on June 19, 2014
Remodel Cash Flow to Build Businesses of Enduring Value
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.