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Posted by FP Transitions on May 26, 2022
4 Tips for Building a Strong Foundation
Designing a sustainable firm is something that requires intentionality. For most advisors, this is always the goal, but having time to monitor your progress and course-correct is simply overwhelming. It gets shelved in the back of our brains, and...
Posted by FP Transitions on March 29, 2022
Succession Planning Course Corrections
Succession planning is a critical, foundational element in building a sustainable business. Incorporating new talent into your ownership structure is a process that takes continuous planning, evolution, and monitoring. When done correctly,...
Posted by FP Transitions on March 8, 2022
Enhancing Your Successor Traits as a Woman in Wealth
Enhancing Your Successor Traits as a Woman in Wealth
Written by Jess Flynn, Communications Director at FP Transitions
Recent Bureau of Labor Statistics data details that women comprise 47% of the workforce, but just 29% of senior management...
Posted by FP Transitions on February 23, 2022
LLC vs. Corporation. Which entity structure fits your goals?
LLC vs. Corporation. Which entity structure fits your goals?
Building a solid foundation for your business begins with selecting a legal entity and tax structure that will be most beneficial for your circumstances. When choosing the right entity for...
Posted by FP Transitions on November 29, 2021
11 Places to Find Top Talent
Finding and recruiting talented professionals can be time consuming and intimidating. In this industry, online job boards like Indeed and Monster are not all that relevant. There are many other - better - places to locate up-and-coming talent....
Posted by FP Transitions on November 29, 2021
KPIs. What are Key Performance Indicators, and how do you Leverage them?
KPIs, or Key Performance Indicators
During a recent webinar hosted by FP Transitions, several attendees had questions about KPIs. Marcus Hagood Director of Equity Management Solutions®at FP Transitions, and Mike McKennon, EMS™ Consultant at FPT,...
Posted by FP Transitions on August 9, 2021
Mid-Year Market Update - Key Insights
Last month our M&A Director James Fisher, JD and CEO Brad Bueermann delivered our 2021 Mid-Year Market Update and explored marketplace activity for the first half of 2021.
We all know that 2020 was a truly unique year on all fronts. The financial...
Posted by FP Transitions on July 30, 2021
Balancing Enterprise Strength and Revenue Strength
Many financial services businesses focus on revenue strength while downplaying–or ignoring–enterprise strength. However, revenue strength and enterprise strength are both critical to the growth and sustainability of a business. When revenue is the ...
Posted by FP Transitions on July 26, 2021
From Insight to Implementation: A Strategic Path to Business Success
We know it’s common to focus on getting a new client by sharing just enough information to win the sale. Often, that comes down to a quick diagnosis based on what thesalesperson wants to sell, rather than what the client truly needs.
We don’t do...
![The Case Against Revenue Splits [Article]](https://www.fptransitions.com/hs-fs/hubfs/CTAs/case-against-revenue-splits-article-cta.jpg?width=458&height=280&name=case-against-revenue-splits-article-cta.jpg)
Posted by FP Transitions on October 28, 2020
The Case Against Revenue Splits [Article]
With all of the modern tools for practice valuations and Equity Management Solutions® available, some financial advisors still choose to use revenue splits, or a revenue-sharing arrangement, as a makeshift succession plan. For a practice owner, 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...