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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...
Posted by FP Transitions on July 24, 2019
NEW Webcast - Advanced Strategies for Growth & Profitability
The growth and profitability of your business are interconnected. Top-line revenue growth is essential, but it is no good without bottom-line profitability.
Balancing growth and profitability comes down to compensation structure and the equity...
Posted by FP Transitions on June 17, 2019
NEW Webcast - Issues Advisors Face
Independent financial advisors face an almost overwhelming set of challenges, but with challenges come opportunities. Many of these challenges fall into areas of:
- Mergers & Acquisitions
- Growth & Profitability
- Talent Retention
- Succession Planning
...
Posted by FP Transitions on March 18, 2019
Creating Collaborators Instead of Competitors
A large percentage of advisory businesses use some form of revenue-sharing arrangements, or an eat-what-you-kill system, that rewards sales and production tied to the top line, not the bottom line. This is true of small practices as well as larger...
Posted by FP Transitions on February 17, 2017
Fleischer v. Commissioner: Has Your World Changed?
Probably not.
When one person’s misstep in using a common industry practice gets reported in the press or a blog, a reader may worry if he or she has also strayed. Some have this response to the recent Tax Court case Fleischer v. Commissioner. The...
Posted by FP Transitions on December 6, 2016
Ship vs. Life Raft - What Are YOU Building?
Picture a bright orange life raft floating on a dark blue, storm-tossed ocean. In this durable, well-built, small craft sits an independent financial advisor. Our advisor has a paddle for propulsion – the means by which to move the raft to safer...
Posted by FP Transitions on April 16, 2015
[FP WEBCAST] Lifestyle Succession Plan
ur lastest FP Webcast, President and Founder, David Grau Sr., talks about how to execute a proper succession plan. From thinking...
Posted by FP Transitions on March 26, 2015
[FP WEBCAST] Advanced Considerations in Succession & Equity
This webcast features Vice President Eric Leeper, CFA as he leads you on a deep dive into the succession planning process by exploring cash flow modeling and equity compensation as a way to stimulate exponential growth within your company.
Posted by FP Transitions on October 16, 2014
Employee Compensation Strategies
Building a business that will continue to grow – even as you begin to work less – requires an efficient infrastructure and the right people. Creating such an infrastructure takes time and constant adjustment.
If you offer competitive wages and...
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.