Resource Library
On-Demand Roundtable
The Building Blocks of Sustainability
Watch our latest roundtable, "The Building Blocks of Sustainability," where we dive deep into the essential components of building a sustainable advisory business.
Join our subject matter experts as they dive into these key discussion points:
• The necessity of sustainability for individual businesses and the industry
• Benefits of sustainability for various stakeholders: business owners, employees, and clients
• The relationship between sustainability and business value
• Strategies for creating a path to partnership with sustainability in mind
• Five fundamental building blocks of sustainability
You'll hear from our esteemed colleagues, Scott Leak, CFP®, CEPA®, Eric Godes, and Siena Halpin who will share their extensive insights and expertise.
Take Your Next Step
Thriving, growing businesses experience many challenges—solving them often requires unique solutions. Whether your goals include M&A, recruitment, talent retention, compensation improvements, continuity or succession planning, or optimizing your operations to simultaneously power both top-line growth and bottom-line profitability, FP Transitions will help you take your business to the next level.
Related Resources
![Building a Sustainable Business for Long-Term Value Growth](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Acquisition.png?width=401&height=401&name=FPT_Acquisition.png)
Building a Sustainable Business for Long-Term
Value Growth
To effectively help clients implement a wealth plan that spans decades, if not generations, a financial advisor must build a business that lasts well beyond the length of their own career. However, the majority of financial advisors are solo practitioners with no one to take over the responsibility for oversight on their clients plans when they retire.
![Setting Up a Prosperous Business Structure](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Succession-Planning-39.png?width=400&height=401&name=FPT_Succession-Planning-39.png)
Setting Up a Prosperous Business Structure
Your cash flow represents your revenue strength. This is the component of your business that supports your daily operations -- your rent, office expenses, support staff and your own income
![FPT_Money-Flow](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Money-Flow.png?width=400&height=401&name=FPT_Money-Flow.png)
Remodeling Cash Flow
In order to build an enduring business–something that can outlive you while providing a lifetime of benefits and income–a practice needs to be powered by next-generation talent.
![FPT_Owner](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Black/FPT_Owner.png?width=401&height=401&name=FPT_Owner.png)
Structuring Ownership Compensation
Professionals working in the independent financial services industry tend to organize their business the same way as other professional service providers. Whether a dentist, lawyer, or wealth advisor, chances are that the firm owner is both a full-time employee and an active manager of the business as well as a shareholder.
![FPT_Financial-Growth](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Financial-Growth.png?width=401&height=401&name=FPT_Financial-Growth.png)
Wealth Management Foundations - for Intentional Growth
It is not enough to focus on top-line cash flow and lofty production goals; sustainable businesses must focus on both the top-line revenue and bottom-line profitability. Read more in our ebook!
![FPT__Compensation](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT__Compensation.png?width=400&height=400&name=FPT__Compensation.png)
Exploring Compensation Strategies
Compensation systems in the industry are as varied as the businesses that use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation we walk you through common compensation challenges and the varied solution sets to address them.