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Posted by FP Transitions on April 29, 2025
How to Turn Around a "No" When Seeking Ownership
The idea of internal succession and transferring ownership to the next generation can be sticky for a lot of advisory owners. The process is daunting and giving up any amount of control can be hard to fathom. For these reasons, top advisors seeking...
Posted by FP Transitions on July 5, 2023
Are You Ready for Ownership?
It’s the dream scenario for a lot of financial professionals: business ownership. It sounds great, right? It means you get to make important business decisions, make more money, be the boss, and enjoy the freedoms that come with it.It’s all true,...
Posted by FP Transitions on April 11, 2022
Top 6 Ways to Grow Your Business
Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...
Posted by FP Transitions on November 29, 2021
11 Places to Find Top Talent
Finding and recruiting talented professionals can be time consuming and intimidating. In this industry, online job boards like Indeed and Monster are not all that relevant. There are many other - better - places to locate up-and-coming talent....
Posted by FP Transitions on December 8, 2020
Managing Roadblocks Along the Next-Gen Ownership Path
When it comes to planning for the future, flexibility is important. Change is bound to happen–whether we see it coming or not. Planning for future growth and ownership of a business is no different. As a next-generation professional in this...
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 February 27, 2020
G2 Perspectives : Advice for Next-Generation Owners
As industry leaders in designing and facilitating internal succession plans for financial advisory firms, the leadership team at FP Transitions has its own talented, multigenerational ownership team in place. Our next-generation leaders have unique...
Posted by FP Transitions on February 21, 2020
Financing for Successors
Your principal advisor has invited you to become an owner. Congratulations! The majority of next-generation advisors are energized by the demand for and the opportunity of succession planning, but most founders are stalled leaving successors...
Posted by FP Transitions on November 7, 2019
Elevating a Legacy : A G2 Success Story
In our first book “Succession Planning for Financial Advisors,” founder David Grau Sr., JD recounted one advisor’s early succession journey, including his ownership team’s bumps and triumphs as they executed the first tranches of their plan. Today,...
Posted by FP Transitions on October 23, 2019
Next-Gen Impact
The sustainability of financial services businesses depends on the incorporation of new talent. The demand for next-generation talent continues to increase as longevity, continuity, and staying competitive become top priorities for many financial...
Posted by FP Transitions on August 13, 2019
Preparing Yourself (and Your Boss) for Ownership
As a next-generation advisor, pursuing ownership as part of your career path is an important decision. Business ownership requires a variety of skill sets and comes with both benefits and responsibilities that go beyond the role of advisor. Before...