TRANSITION TALK

Virtual Meetings : Looking Your Best

Posted by Alex Moan on Apr 13, 2020 10:22:15 AM

Virtual meetings are becoming the new normal. Taking a few moments to arrange your visible workspace, leverage what have at home to improve lighting, and frame yourself onscreen can do wonders for looking your best through virtual communications. Our Video Marketing Specialist, Alex Moan shares some tips in the video below. 

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Topics: Education, Business Growth, Culture, Client Relationships

Cultivating Talent Through Culture (NEW Webcast)

Posted by FP Transitions on Jan 29, 2020 3:23:00 PM

Building a sustainable business requires reaching across the generation gap and tapping into the energy and talent of younger professionals.

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Topics: Business Growth, Culture, Next Generation, Talent Recruitment

Your Future, Your Choice

Posted by Laurie Nichols, RLP, CPC & ELI—MP on Feb 7, 2017 9:07:22 AM

team_happy.jpg 

If you’ve been reading my recent posts, you know I consider myself a “win-win” gal.  You’ve read about how the self-discovery of my real win—not owning the business—was key to not only successfully exiting my business, but also launching what I now call “my next chapter.”  

Up to this point, I was primarily speaking of the founder’s win, and that of a buyer. In my research and work with clients who are firm founders, I have noticed that their perspectives on their own personal transition strategies often fall into two camps. That is, some are asleep at the wheel, relying on autopilot; and others are convinced they’ve already got a plan ready to go whenever they are.

In recent months, I’ve come to recognize there is one more win to add to the mix. This realization has come about as I met with a growing number of smart, hard-working “junior” professionals who are frustrated by a lack of clear strategic vision for the firm and their role in it. Even those who are designated successors, described a lack of transparency from the founders regarding the firm’s financial picture, vision and strategy.

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Topics: Selling Your Practice, Culture, Guest, Exit Planning, Next Generation

The Faces of FP [VIDEO]

Posted by FP Transitions on Aug 5, 2015 1:44:00 PM

Meet the faces of FP Transitions–the team of people passionate about your growth. We use our different perspectives and shared desire to help financial advisory businesses, of any size, reach their goals. We care about what we do, and we care about our clients.

All of us feel lucky to work for a company like FP, but more importantly we feel lucky to be a part of the success of your businesses. In this video, we're excited to finally express just how much we enjoy working with all of you every day.

Thank you for continuing to trust us to guide your business to the next level.

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Topics: FP Transitions, Culture

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