FPA NEXGEN SUCCESSION RESOURCES

FP Transitions is committed to the longevity and sustainability of the financial services industry. We believe that next generation talent like you are the key to that future. Below we've collected our most valuable next generation resources to help you take your career to new heights.

Our full internal succession resources library can be found here. Feel free to give us a call at 800.934.3303 with any questions.

 
Asking Your Boss for Ownership

Asking for Ownership

Broaching the subject of ownership can be intimidating. It requires confidence and preparation. A young advisor should approach the conversation with a clear message of how their achievements and goals are aligned with the business. This blog offers practical advice on how to ask for ownership and how to prepare for the answer.

WEBCAST - Advanced Considerations in Succession and Equity

Advanced Considerations [Webcast]

In this webcast, VP of Research and Analysis, Eric Leeper, CFA, explores why compensation structure is key to building multi-generation ownership. Eric dives into industry growth trends, how to break bad habits, and why cash flow and profitability are the foundation of a sustainable business. 

Preparing for the Next Tranche

Preparing for the Next Tranche

Once you've executed your internal succession plan, how do you know when it's time to dive into the next tranche of the transition? It's vital that the G1s, the G2s, and the business itself be in alignment and ready before proceeding. In this blog you'll find key factors to consider and how to identify signs of success.

ARTICLES WRITTEN BY FPT EXPERTS FOR THE JOURNAL OF FINANCIAL PLANNING


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Expanding Your Definition of Ownership

Expand Your Definition of Ownership 

by Christine Sjölin, VP Strategic Development & Operations / Partner, FP Transitions

October 2018

Advice for Next Generation Advisers by Eric Leeper, CFA

Advice for Next Generation Advisers Looking for Ownership 

by Eric Leeper, CFA, VP Research & Analytics / Partner, FP Transitions

April 2017

NexGen Acquisition Success by Christine Sjolin

NexGen Acquisition Success
Partnership, Patience, & Teamwork

by Christine Sjölin, VP Strategic Development & Operations / Partner, FP Transitions

September 2017