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Posted by FP Transitions on July 17, 2019

Accessing the Next Stages of Growth

Over the last ten years, increasing numbers of advisors have begun the process of creating sustainable businesses. Many advisors started out as a book or a practice—one-generational models. They took steps to create much more valuable,...

Posted by FP Transitions on May 8, 2019

Impact of Consolidation

There has been a fair amount of talk over the past decades about consolidation in the financial services industry. Most of the white papers and articles addressing this concept have presented it in a negative light as though it signals the end of...

Posted by FP Transitions on April 18, 2019

Rights and Obligations of Equity Ownership

As more wealth management businesses look to internal succession, more new owners are being created. As a next generation advisor, you should consider whether ownership is the right path for you, and it is important to understand what ownership...

Posted by FP Transitions on June 9, 2015

A New Goal for a New Generation

Founding (G1) advisors are asking the wrong question: “How do I hire and retain employees with an entrepreneurial mind-set?” It should be, “How do I attract and retain employees with the skills and expertise to take my business to the next level?”

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