TRANSITION TALK

Don't Just Take Our Word For It

Posted by FP Transitions on Oct 14, 2014 9:00:00 AM

We've been telling you that the recent release of Succession Planning for Financial Advisors: Building an Enduring Business by David Grau Sr., JD, is going to challenge everything advisors think they know about succession in the financial services industry.

But of course you know that succession is a passion of ours here at FP Transitions, and it's true that David is our president and founder. So, don't just take our word for it. The book's Amazon page is quickly filling up with comments from financial advisors like you about the invalubility of David's insight and clarification of one of our industry's most pressing issues: 

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Topics: Succession Planning, "Succession Planning for Financial Advisors", Published

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