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Posted by FP Transitions on September 10, 2019
FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan
Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and...
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...
Posted by FP Transitions on August 13, 2019
NEW Roundtable Talk - Time : An Essential Element of Succession Planning
In our newest Roundtable Talk, Elite Client Consultant Kem Taylor and President David Grau Sr., JD, discuss the importance of time when it comes to planning, executing, and evolving your succession plan. During the conversation they cover examples...
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 October 19, 2018
FPA Annual Recap : Elevating the Profession
The last few years I’ve been unable to attend the FPA annual conference due to personal commitments. It was great to be back on site for this year’s event in Chicago.
The Future of the Industry
As an Official Sponsor of the Next Generation, we are...
Posted by FP Transitions on August 27, 2018
Reminiscing About the Future : 20 Years in the Making
The foundations for FP Transitions were laid in 1999, and that makes our company officially 20 years old this year. I founded this company thinking that I knew a lot more about running a business than I actually did at the time. Armed with a law...
Posted by FP Transitions on August 1, 2018
The Importance of Human Capital – A Founder's Perspective
Looking back over the past few decades, you can easily spot the trends and physical changes in our industry. Since 2000, when FP Transitions formally opened its doors, I’ve seen our profession, especially in those working under an independent...
Posted by FP Transitions on June 21, 2018
Asking Your Boss for Ownership
As I talk with young advisors at local events and national conferences, I’ve increasingly heard concerns about broaching the topic of future ownership in the firm where they work. Some junior advisors have been promised ownership but don’t have...
Posted by Elise Rogers on February 21, 2018
Succession Planning in the Family - Simple or Difficult?
Business succession from parent to child is an age-old practice in human history, from humble cobblers to royal families. The practice stemmed from necessity—parents taught their children the trade they knew in an effort to teach them to survive....
Posted by FP Transitions on January 17, 2018
Closing the Succession Gap
In many professions and in most businesses, succession planning and sustainability are not pressing issues. Most people don’t need a multi-generational dentist office, for instance. Who really cares if the neighborhood hamburger stand or your...
Posted by FP Transitions on January 11, 2018
3 Job Interview Questions Next Generation Advisors Should be Asking
Working at a financial services firm can be a rewarding choice for the next generation of advisors. You can have real impact in people’s lives as you help clients set their financial goals and see them succeed over time. It is an environment where...
Posted by FP Transitions on April 26, 2017
PRESS RELEASE : Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners
DENVER - The Financial Planning Association® (FPA®) is pleased to announce that FP Transitions is now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career journeys in the...