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Posted by FP Transitions on May 5, 2015

Decrypting Continuity [INFOGRAPHIC]

There is a lot to consider when crafting an effective continuity plan: partner, terms, triggering events, and clients expectations to name a few. This infographic below breaks down the most important elements of continuity planning to help tackling...

Posted by FP Transitions on April 8, 2015

How to Jump to the Top of the Buyer List

If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.

Posted by FP Transitions on March 30, 2015

Continuity Challenge #1: Finding a Partner

The single, biggest threat to the continuity of an independent financial services or advisory practice is the lack of formal plan to protect the clients, cash flow, and value in the event of the sudden death or disability of the primary advisor. And...

Posted by FP Transitions on February 19, 2015

Securing Value for Your Future

It’s not just a financial advisor mentality; it’s a human mentality. We KNOW life is finite, but we find it difficult to think about our mortality, and along with that comes the avoidance of planning for it. But, as an advisor, isn’t that one of...

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