FPT In the News

August 2018 - Advisor2Advisor Podcast : David Grau Sr., JD Interview

Posted by FP Transitions on September 4, 2018

Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan. Listen here.

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Topics: FPT in the News, Mergers, Succession Planning, advisor2advisor

July 2018 - Journal of Financial Planning: "Sustainability and the Future of the Profession"

Posted by FP Transitions on July 9, 2018

This month's Journal of Financial Planning includes 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 only makes sense for independent advisers to design a wealth management cycle that addresses the client life cycle. To be clear, I'm not saying for one minute that independent advisers can't make a very good living–they can and are for the most part. Today's independent advisers are not failing in their work of providing professional, relevant, and much needed financial services advise to their clients; they are failing to sustain a business beyond their own careers, leaving their clients to do that portion of the planning on their own, and advisers (and their broker-dealers, custodian, and insurance companies) are leaving an incredible amount of money on the table as a result for no good reason."  

CONTINUE READING 

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Topics: Journal of Financial Planning, FPA, FPT in the News, Sustainability

David Grau Sr., JD, Founder & President of FP Transitions, Named One of Investment News' 2017 Icons & Innovators

Posted by FP Transitions on December 19, 2017

We're excited to announce that FP Transitions president and founder, David Grau Sr., JD has been awarded a 2017 Icons & Innovators Award from Investment News. We're proud to be recognized along with 19 other industry leaders whom we admire.

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Topics: Investment News, Leadership, FPT in the News