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Posted by FP Transitions on January 17, 2017
Succession and The Family Business [VIDEO]
It’s been a while since “keeping it in the family,” assumed your literal family. Yet, many advisors approach succession with pride when they have the opportunity to pass their advisory legacy to a son, daughter, niece, cousin, or other relative.
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![Client Success Story : The Growth Machine [VIDEO]](https://www.fptransitions.com/hs-fs/hubfs/Twitter_Images/Lutz__Legacy_Financial/Lutz_thumbnail.jpg?width=458&height=280&name=Lutz_thumbnail.jpg)
Posted by FP Transitions on October 5, 2016
Client Success Story : The Growth Machine [VIDEO]
In the M&A space for the financial services industry, everyone wants to acquire. Few advisors, however, take the time to sit back and think about what they want from the acquisition: what kinds of clients and assets would complement the existing...
![Succession Success Story [VIDEO]](https://www.fptransitions.com/hs-fs/hubfs/Twitter_Images/Hoffman_Financial/Greg_Arrow.png?width=458&height=280&name=Greg_Arrow.png){kind=icon}
Posted by FP Transitions on April 20, 2016
Succession Success Story [VIDEO]
FP Transitions client Greg Hoffman found the best match for his business, Hoffman Financial Resources, when he added Ross Lawrence to his team 5 years ago. Ross shared Greg’s commitment to the community and passion for helping the people of Nevada,...