Client Success Story
How Hoffman Financial Resources decided to make a transition in a very unique market. What Greg offered was more than his trust at the most important time of his career.
Assess your current value and position as a foundation for achieving growth. Whether your business goals include increasing value, recruiting new talent, selling your business, or building a legacy, FP Transitions has the tools and experts to help you get there.
It's time to address what happens to your practice and your clients after you 'exit the building.'
Succession Planning for Financial Advisors tackles one of the biggest challenges in the industry right now. By acknowledging the problem and its cause, David Grau Sr. and the FP Transitions team are able to offer executable actions and recommendations for combating attrition and value loss within your own business.
Praised by industry leaders like Valerie Brown (CEO of Cetera), Robert Moore (former president of LPL), and John Gilliam (Director of MS Programs at Texas Tech University), this book aims to transform today's financial practices into businesses designed to prosper, endure, and serve multiple generations of investors.
Reviewers are calling it a "must read for any investment advisor who wants to build a sustainable practice and eventually transition their clients to the next generation,"* recognizing that "David Grau Sr. 'gets' the mentality of and challenges faced by the entrepreneurial advisor, and addresses these without judgment."*
Grab a copy of the book that is sure to "become a canon in the independent financial services industry on succession planning for years to come."**
* Amazon customer reviews ** Kirk Hulett, EVP of Strategy and Practice Management at Securities America.
Sorry, that resource is temporarily unavailable, please try again soon.