TRANSITION TALK

Acquisition Tip of the Week #2 : Continuity

Posted by FP Transitions on Nov 5, 2015 10:05:36 AM

The decision to sell is difficult, and emotional. Sellers worry about leaving their clients in good hands as they move on to the next stage of their lives.

This week's Acquisition Tip is about proving that those hands are your hands.

Don't forget to subscribe to get future acquisition tips and the latest news right in your email

Read More

Topics: Acquisition, Tip of the Week

INTRODUCING : Acquisition Tip of the Week

Posted by FP Transitions on Oct 28, 2015 10:31:00 AM

With an average 50:1 buyer to seller ratio, advisors are looking for a leg up on the rest of the buyer pool. But you can’t find your “edge” until you’ve taken care of the basics.

These weekly tips will provide you with basic steps EVERY buyer needs to take to be successful in the acquisition marketplace, as well as helpful acquisition resources for further review.

Read on for Tip #1.

Don't forget to subscribe to get future acquisition tips and the latest news right in your email

Read More

Topics: Acquisition, Tip of the Week

Brad Says

Posted by FP Transitions on Aug 28, 2015 9:00:00 AM

BradSays_3

Read : 5 Reasons to Value Your Practice

Read More

Gaining Peace of Mind: Tips for Selling Your Practice

Posted by Jeanie O'Reilly Northcutt on Aug 19, 2015 10:00:00 AM

contempletiveman_web

After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult for advisors who have been growing an independent practice for the majority of their careers.

Many advisors who have built their practices from the ground up are not always ready to sell and walk away. There are some, however, who are ready to slow down after years of a rewarding career and view selling as a path to retirement. Whatever the situation may be, there are several things that you should consider if you want to receive the full value of your practice while also finding the best fit for your clients.

Read More

Topics: Selling Your Practice, Acquisition, Buying & Selling

FREE Continuity White Paper

Posted by FP Transitions on Aug 11, 2015 9:30:00 AM

The single, biggest threat to a financial services business with one owner, or only one primary advisory, is not the lack of a succession plan. It is, in fact, the lack of a plan to protect the clients and the practice's value in the event of an owner's sudden death or disability.

Our FREE white paper, published earlier this year, compiles almost two decades of knowledge when it comes to continuity planning for financial professionals.

Read More

Topics: Continuity Planning

The Faces of FP [VIDEO]

Posted by FP Transitions on Aug 5, 2015 1:44:00 PM

Meet the faces of FP Transitions–the team of people passionate about your growth. We use our different perspectives and shared desire to help financial advisory businesses, of any size, reach their goals. We care about what we do, and we care about our clients.

All of us feel lucky to work for a company like FP, but more importantly we feel lucky to be a part of the success of your businesses. In this video, we're excited to finally express just how much we enjoy working with all of you every day.

Thank you for continuing to trust us to guide your business to the next level.

Read More

Topics: FP Transitions, Culture

Brad Says...

Posted by FP Transitions on Jul 24, 2015 10:43:55 AM
Read More

Topics: Business Growth, Business Value, Benchmarking, Valuation & Appraisal

Robo Advisors: Threat or Asset?

Posted by FP Transitions on Jul 21, 2015 1:00:00 PM

laptop-lady_web

In the past month it seemed like our inboxes and Twitter feeds exploded with articles on “robo advisors.” Not necessarily a new technology, these automated platforms are setting off some threat alarms in the financial services industry.

It seems robo-advising can’t be avoided, which shouldn’t come as a surprise in our world of evolving technology and “gotta have the next big thing,” “how can I get the most bang for my buck” mentalities.

I dove into as many of these articles as I could in order to compile a list of the ones I think offer the best insight into the rise of robos and how traditional advisors can meet the challenges they pose head on.

Read More

Topics: Business Growth, Industry News, Robo Advisors, Sustainability

Brad Says ...

Posted by FP Transitions on Jun 19, 2015 9:54:58 AM
Read More

Topics: Organizational Structure, Business Growth, Sustainability

A New Goal for a New Generation

Posted by David Grau Sr., JD on Jun 9, 2015 1:30:00 PM

team_web

Founding (G1) advisors are asking the wrong question: “How do I hire and retain employees with an entrepreneurial mind-set?” It should be, “How do I attract and retain employees with the skills and expertise to take my business to the next level?”

Read More

Topics: Succession Planning, Multi-Generational Ownership, Next Generation