TRANSITION TALK :: Blog

Posted by FP Transitions on February 8, 2022

Addressing Sustainability – One step at a time.

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 September 7, 2017

Compliance, Acquisition, & Value : A Special Roundtable Talk Series with Bates Group

Compliance is a “have to” in the financial services industry. Advisory firms are required to have a compliance officer or a designated third-party compliance administrator, either of which must meet specific qualifications. Doing only as much as is...

Webcasts, Roundtable Talks, Regulatory, Compliance

Posted by FP Transitions on March 31, 2017

INTRODUCING Roundtable Talks – A New Video Series

Introducing our new web series: Roundtable Talks. We’ll feature FP experts–along with some guests–sharing their opinions on what’s going on in the financial services industry.

Real experts, real opinions, no script.

Our first episode centers around...

Webcasts, DOL, SEC, Roundtable Talks, Regulatory

Posted by FP Transitions on January 17, 2017

Succession and The Family Business [VIDEO]

It’s been a while since “keeping it in the family,” assumed your literal family. Yet, many advisors approach succession with pride when they have the opportunity to pass their advisory legacy to a son, daughter, niece, cousin, or other relative.

...

Posted by FP Transitions on October 5, 2016

Client Success Story : The Growth Machine [VIDEO]

In the M&A space for the financial services industry, everyone wants to acquire. Few advisors, however, take the time to sit back and think about what they want from the acquisition: what kinds of clients and assets would complement the existing...

Posted by FP Transitions on April 20, 2016

Succession Success Story [VIDEO]

FP Transitions client Greg Hoffman found the best match for his business, Hoffman Financial Resources, when he added Ross Lawrence to his team 5 years ago. Ross shared Greg’s commitment to the community and passion for helping the people of Nevada,...

Succession Planning, Webcasts, Testimonial, Client Success

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 November 11, 2015

[FP WEBCAST] Enterprise Strength vs. Revenue Strength

Revenue Strength: the cash flow, expenses, and assets of your business. Enterprise Strength: the infrastructure that supports revenue growth. Can a business really thrive with just one? In short, no. Each supports the other and together they drive...

Webcasts, Equity, Revenue Strength, Enterprise Strength

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...

Compensation, Succession Planning, Webcasts, Equity

Posted by FP Transitions on March 26, 2015

Introducing FP Webcasts

Here at FP Transitions, we're always striving to help you build a better business for a better life–a better life for you and a better life for your clients. We developed these webcasts with you in mind. We know your days are packed, and we respect...

Education, Webcasts

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.

Compensation, Succession Planning, Webcasts, Equity