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

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 - PRESS RELEASE: Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners

Posted by FP Transitions on April 26, 2017

FPA_officialpartner_banner.png

DENVER - The Financial Planning Association® (FPA®) is pleased to announce that FP Transitions is now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career journeys in the financial planning profession.

This new partnership will leverage FP Transitions’ experience and thought leadership for the benefit of young professionals and financial planning firms looking to build plans for the eventual transition of firm ownership. With thousands of young Certified Financial Planner™ (CFP®) professionals among its member base and a vibrant NexGen community, there is an opportunity to help support members and firms that desire to establish an effective, efficient succession plan. 

“We are pleased to have FP Transitions join FPA as a key partner in supporting our members and their desire for a seamless transition of their firms to the next generation of firm owners,” says FPA CEO/Executive Director Lauren M. Schadle, CAE. “Their support and contributions will directly benefit our members by providing the necessary knowledge and resources to help our young members become firm owners.”

FP Transitions has developed strategies to solve the succession problem for owners of financial planning practices; the next step in supporting the founders cultivating the next generation.

“We’ve worked with RIAs expanding ownership to 20 new partners, father-daughter teams, and everything in between,” says Brad Bueermann, CEO of FP Transitions. “We designed the strategies and solved the financing issue, now the last thing is building the talent. Over two-thirds of our succession clients have executed their plan, transforming over 700 next generation planners into business owners. The greatest challenge for owners of successful financial planning firms is finding qualified next generation leadership. We want to make sure professionals entering the industry understand this opportunity and are prepared to act on it. Partnering with FPA was a natural decision to deliver that message.”

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Topics: FPA, Next Generation, Press Release

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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