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Posted by FP Transitions on June 8, 2022
M&A Mid-Year Update
We just got back from Fort Lauderdale where we spoke at the WealthStack RIAEdge conference for WealthManagement.com. James Fisher, FP Transitions’ Vice President of M&A spoke with several advisors onsite. We wanted to take some of the questions...
Posted by FP Transitions on May 8, 2022
Recap of the FPT 2022 M&A Market Update
Our summary of the independent advisory M&A market, including a look at real transaction data, context to help advisors understand what's driving the data, and an unbiased look at what's really going on out there.
Posted by FP Transitions on May 22, 2020
My First Virtual Conference!
I had been looking forward to attending the Investment News Women Advisor Summit, but when an in-person event was no longer an option I was excited when Investment News did the ultimate pivot and changed their all-day onsite Summit to a virtual...
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 September 27, 2017
A Focus on Reputation and Client Trust for Acquisition Success
Whole Foods has been a bastion of the organic movement since its founding in 1980. Urbanites flocked to pay top dollar for picture-perfect produce, wines curated by professional wine stewards, and abundant organic, non-GMO options to suit any number...