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Posted by FP Transitions on May 6, 2020

Synthetic Equity

Synthetic equity may be the right solution to solve a host of long-term employee issues. It is used to retain, motivate and reward employees when traditional compensation programs are not enough, staff are not yet ready to be partners or...

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 February 29, 2016

[FP WEBCAST] Organizational Structures

When a single advisor with a single book of business reaches a certain level of complexity it makes sense to move it into an entity; an entity with a structure that will support business evolution and growth. Unfortunately, as businesses evolve from...

Posted by FP Transitions on November 11, 2015

[FP WEBCAST] Enterprise Strength vs. Revenue Strength

Revenue Strength: the cash flow, expenses, and assets of your business. Enterprise Strength: the infrastructure that supports revenue growth. Can a business really thrive with just one? In short, no. Each supports the other and together they drive...

Posted by FP Transitions on April 16, 2015

[FP WEBCAST] Lifestyle Succession Plan

Where do you want to be in 5 years, 10 years, maybe 15? Many advisors begin the planning process too late. In our 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 June 3, 2014

Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'

"To paraphrase Oscar Wilde, independent advisors who rely on revenue sharing versus equity for compensating junior advisors are aware of price but not value. If your goal as an independent advisor is to build a valuable and enduring business, then...

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