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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 October 21, 2020
Identifying Key Successor Traits
As an owner of a successful financial advisory business, you understand that the team you’ve built is vital to that success. Taking the next step and giving your top talent the opportunity to become owners can increase your growth and ensure that...
Posted by Stuart Smith, JD on September 30, 2020
Benefits of Synthetic Equity for Next-Generation Owners
The term “synthetic equity” refers to a set of compensation tools that is commonly used to provide key employees some of the economic benefits of ownership without actual stock changing hands. While existing owners may benefit from synthetic equity...
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 January 29, 2020
Cultivating Talent Through Culture (NEW Webcast)
Building a sustainable business requires reaching across the generation gap and tapping into the energy and talent of younger professionals.
Posted by FP Transitions on November 13, 2019
Targeted Growth Solutions for Financial Advisors - FREE eBook Download
Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for...
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 October 21, 2019
NEW Roundtable Talk - G2 Perspectives : Cultural Fit and the Ownership Mentality
In this Roundtable Talk, the next-generation ownership of FP Transitions discuss their own experiences in taking the mantle to shape the team and future of the business. They explore hiring for cultural fit and potential value, the definition of...
Posted by FP Transitions on October 10, 2019
FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership
In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses...
Posted by FP Transitions on October 8, 2019
Entrepreneurs Need Intrapreneurs
We all know what an entrepreneur is. Many independent financial advisors would likely identify themselves as an entrepreneur.
Many entrepreneurs worked 18-hour days to get their business off the ground and wore all the hats in the company–CEO,...