FPT In the News

FP Transitions Named a Finalist in the WealthManagement.com 2020 Industry Awards

Posted by FP Transitions on July 16, 2020

LAKE OSWEGO, OR -- FP Transitions, a specialized consulting firm for the wealth management industry, announces it has been named a finalist in WealthManagement.com’s prestigious 2020 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies, individuals, and organizations that support financial advisor success. FP Transitions was recognized in the Succession/Ownership Transition Services category for Synthetic Equity: An Innovative Approach to Compensation.

“We are honored to be recognized for our work helping advisors,” said David Grau Sr., JD, president and founder of FP Transitions. “Our services are unique in this industry and it’s wonderful to be noticed not only for being innovative, but for accomplishing something important in the lives of independent advisors. It’s always been our mission to help owners grow their businesses and make them last.”

Now in its sixth year, the WealthManagement.com Industry Awards recognizes the firms and individuals who are making a true difference in the financial advisory industry. In order to qualify, finalists had to demonstrate that a new initiative, program, or enhancement to an existing platform helped advisors manage their businesses more efficiently, enhanced service quality, smoothed business transitions, improved the understanding and use of various asset classes, or enriched the advisor/client experience through technology.

“The WealthManagement.com Industry Awards allow us to recognize the creativity, success, and distinction of firms like FP Transitions, who have shown excellence in serving the financial services community,” said David Armstrong, editor-in-chief of WealthManagement.com.

About FP Transitions

FP Transitions is the nation’s leading business consulting firm dedicated to wealth managers. Since 1999, FP Transitions has completed more financial services transactions than any investment banker or business broker in the country. With core services in advisory M&A and enterprise development, FP Transitions provides comprehensive solutions to financial services businesses using a concierge approach. Visit fptransitions.com for more information.

About WealthManagement.com

WealthManagement.com provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.

Topics: Awards, Press Releases