Skip to content

Blog

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?”

Posted by FP Transitions on April 16, 2015

[FP WEBCAST] Lifestyle Succession Plan

Where do you want to be in 5 years, 10 years, maybe 15? Many advisors begin the planning process too late. In our lastest FP Webcast, President and Founder, David Grau Sr., talks about how to execute a proper succession plan. From thinking...

Posted by FP Transitions on March 26, 2015

[FP WEBCAST] Advanced Considerations in Succession & Equity

This webcast features Vice President Eric Leeper, CFA as he leads you on a deep dive into the succession planning process by exploring cash flow modeling and equity compensation as a way to stimulate exponential growth within your company.

Posted by FP Transitions on October 16, 2014

Employee Compensation Strategies

Building a business that will continue to grow – even as you begin to work less – requires an efficient infrastructure and the right people. Creating such an infrastructure takes time and constant adjustment.

If you offer competitive wages and...

Posted by FP Transitions on October 14, 2014

Don't Just Take Our Word For It

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...

Posted by FP Transitions on July 24, 2014

Charting Your Succession Course

Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing.

Posted by FP Transitions on July 21, 2014

My Second Book - Nailing it From Word One

The publishable manuscript for , was submitted to Wiley & Sons on March 17th, 2014 – all 78,118 words of it – 76 days past due. It was released in June 2014, and I couldn’t have been happier or prouder. It is, in my humble opinion, a very good book,...

Posted by FP Transitions on July 16, 2014

My First Book

I wrote a book! Actually, I wrote two books, but only one was publishable. I’d like to tell you about the one that didn’t get published - the one I learned the most from.

Posted by FP Transitions on July 9, 2014

Benzinga PreMarket Prep Interview

Yesterday, FP Transitions president and founder David Grau Sr., JD appeared as a guest on benzinga.com and #Premarket Prep to discuss his new book Succession Planning for Financial Advisors: Building an Enduring Business and the succession planning...

Posted by FP Transitions on June 26, 2014

Succession Planning Can Boost Business

“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will...

Posted by FP Transitions on February 12, 2014

Succession Planning : The Next Generation of Ownership

Yes, it’s true, you can work forever.

Recently, the career of “financial planner” has appeared on many Top 10 career lists. This is due to high job satisfaction and earning potential in the industry. It comes as no surprise to veteran advisors, who...

Join Our Email List

Get more #FPInsights delivered straight to your inbox.