FPT In the News

October 2019 - Journal of Financial Planning

Posted by FP Transitions on October 10, 2019

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

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

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

November 2017 - Journal of Financial Planning: What is My Practice Worth? What You Need to Know About Value and Valuation

Posted by FP Transitions on November 20, 2017

“What is my practice worth? This is a question that every independent financial adviser should ask, or has asked, at one time or another. Given that the value of a fee-based advisory practice is often the largest asset that most advisers own, it is a good question in need of good answers.”

A new in-depth article for Journal of Financial Planning, “What is My Practice Worth? What You need to Know About Value and Valuation” by FP Transitions Valuations Director & G2 Owner, Ryan Grau, CVA, CBA.

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Topics: Business Value, Journal of Financial Planning, Benchmarking, Valuation & Appraisal

September 2017 - Journal of Financial Planning: NexGen Acquisition Success: Partnership, Patience, and Teamwork

Posted by FP Transitions on September 11, 2017

Two next generation advisors and their path to ownership: finding a firm that fits, earning the trust of existing leadership, contributing to the long-term planning and success of the business, and taking the reins to uphold the legacy. 

In this article for Journal of Financial Planning, “NextGen Acquisition Success: Partnership, Patience, and Teamwork,” by FP Transitions VP of Strategic Development and Operations and G2 owner, Christine Sjölin shares the journey of FP clients that shows persistence and patience pays off when working towards business ownership as a young advisor.

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Topics: Succession Planning, Acquisition, Multi-Generational Ownership, Buying & Selling, Next Generation, Journal of Financial Planning

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.  

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

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