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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 June 19, 2015