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Posted by FP Transitions on August 26, 2024
Addressing Capacity to Combat Stagnated Growth
There comes a point for many wealth management businesses where they find that though they have grown successfully over the years and increased their value leaps and bounds, they are a unable to move the needle in the increments they’re used to. The...
Posted by FP Transitions on December 4, 2023
Building the Right Team to Support Your Business Priorities
One of the most difficult challenges for independent advisory businesses is finding and retaining the professionals they need to service a growing client base and perpetuate sustainability. The talent pool is extremely competitive, especially in the...
Posted by FP Transitions on November 1, 2023
The Three Pillars of a Successful Advisory Business
In my work in years past, I became a professional traveler. I spent a lot of time in airports, and I got to talk to many of the pilots. Airline pilots are adventurous souls who enjoy finding ways to go faster, fly higher, and see things from a...
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 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 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...
![The Case Against Revenue Splits [Article]](https://www.fptransitions.com/hs-fs/hubfs/CTAs/case-against-revenue-splits-article-cta.jpg?width=458&height=280&name=case-against-revenue-splits-article-cta.jpg)
Posted by FP Transitions on October 28, 2020
The Case Against Revenue Splits [Article]
With all of the modern tools for practice valuations and Equity Management Solutions® available, some financial advisors still choose to use revenue splits, or a revenue-sharing arrangement, as a makeshift succession plan. For a practice owner, this...
Posted by Stuart Smith, JD on September 30, 2020
Benefits of Synthetic Equity for Next-Generation Owners
The term “synthetic equity” refers to a set of compensation tools that is commonly used to provide key employees some of the economic benefits of ownership without actual stock changing hands. While existing owners may benefit from synthetic equity...
![Remodeling Cash Flow [Article]](https://www.fptransitions.com/hs-fs/hubfs/Resource_Files/Resource-graphics/Remodeling%20Cash%20Flow%20Article/remodeling-cash-flow_featured.jpg?width=458&height=280&name=remodeling-cash-flow_featured.jpg)
Posted by FP Transitions on September 10, 2020
Remodeling Cash Flow [Article]
There are two ways to make money from a financial services business: wages and profit distributions. But, there are four ways to build wealth from the same model:
- Wages (including bonuses)
- Profit distributions
- Equity income selling equity
- Equity...
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 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 November 13, 2019
Targeted Growth Solutions for Financial Advisors - FREE eBook Download
Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for...