Blog
Select Topic:
Posted by Laurie Nichols, RLP, CPC & ELI—MP on February 7, 2017
Your Future, Your Choice
If you’ve been reading my recent posts, you know I consider myself a “win-win” gal. You’ve read about how the self-discovery of my real win—not owning the business—was key to not only successfully exiting my business, but also launching what I...
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.
...
![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...
Posted by FP Transitions on June 9, 2015
A New Goal for a New Generation
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?”