“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will continue to serve clients even when you’re not around as much.”
Advisor.ca article "Succession Planning Can Boost Business" with insight and research from SEI and FP Transitions. Read the full article here.
Topics: Succession Planning, Business Growth, FPT in the News
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.
Topics: Compensation, Business Growth, FPT in the News, Cash Flow, Sustainability
“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”
Topics: Selling Your Practice, Acquisition, Business Value, FPT in the News
"To paraphrase Oscar Wilde, independent advisors who rely on revenue sharing versus equity for compensating junior advisors are aware of price but not value. If your goal as an independent advisor is to build a valuable and enduring business, then the focus should be on compensation structures that underpin the creation of a team of advisors working together in support of a single enterprise."
Topics: Equity, Revenue Sharing, FPT in the News
© FP Transitions, LLC Privacy Policy Terms of Use 4900 Meadows Suite 300 | Lake Oswego, OR 97035 | p. 800.934.3303 | f. 503.452.4205
4900 Meadows Rd, Suite 300
Lake Oswego, OR 97035
questions@fptransitions.com
p. 800.934.3303
f. 503.452.4205
