FPT In the News

April 2017 - Journal of Financial Planning: Advice for Next-Generation Advisers Looking for Ownership (Clone)

Posted by FP Transitions on April 17, 2017

A next-generation ownership perspective on the long career path young advisors face and the important role of the next generation in the long-term success of your business.

As VP of Research and Analytics and G2 owner of FP Transitions, Eric Leeper, CFA has a unique perspective on multi-generational ownership in the financial services industry. In his article for Journal of Financial Planning, “Advice for Next-Generation Advisers Looking for Ownership,” he speaks from his unique position and offers advice and insight on building a strong and lasting business.  

Topics: Succession Planning, Multi-Generational Ownership, Next Generation, Journal of Financial Planning