FP Transitions is pleased to announce the sale of a practice in the Washington, D.C. area.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
FP Transitions is pleased to announce the sale of a practice in Dallas, TX.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a practice in eastern Pennsylvania.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a practice in northeastern Pennsylvania.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a business in Richmond, VA.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a financial services business in the Dallas area of Texas.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a financial services business in Palm Beach, FL.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a business in the Sacramento area of California.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a practice in eastern Pennsylvania.
VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE
Topics: Acquisition, Buying & Selling, SOLD
In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses the importance–and challenge–of seeking out and recruiting next-generation talent in the financial services industry. Christine explores implementing internship opportunities to recruiting new advisors, strategies for talent retention, and how to incorporate ownership opportunities into your compensation structure.
Read her full article, "Lay the Foundation for the Next Generation of Ownership," now at onefpa.org
Topics: Succession Planning, FPT in the News, FPA, Next Generation, Sustainability, Journal of Financial Planning