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Posted by FP Transitions on August 8, 2018
Alternatives to a Traditional Acquisition
One of the fastest ways for an advisor to grow their business is to acquire another advisor’s book of business. Most advisors see this “traditional acquisition” route as a quick and easy way to increase their revenue and managed assets, but if...
Posted by FP Transitions on July 9, 2018
"Sustainability and the Future of the Profession" – NEW FPT article in Journal of Financial Planning, July 2018
This month'sJournal of Financial Planningincludes an in-depth piece written by FP Transitions' President & Founder, David Grau Sr., J.D.:Sustainability and the Future of the Profession.See excerpt below and click to read the whole article.
"It...
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 Marcus Hagood on March 31, 2016
Department of Labor “Fiduciary” Rule, Headwind or Hurricane?
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” - John F. Kennedy
If there is one fact that I have come to appreciate in my 20 years in the financial services industry, it’s that our...
Posted by FP Transitions on July 21, 2015
Robo Advisors: Threat or Asset?
In the past month it seemed like our inboxes and Twitter feeds exploded with articles on “robo advisors.” Not necessarily a new technology, these automated platforms are setting off some threat alarms in the financial services industry.
It seems...
Posted by FP Transitions on June 19, 2015
Brad Says ...
Posted by FP Transitions on June 19, 2014
Remodel Cash Flow to Build Businesses of Enduring Value
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.