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Succession Planning for Financial Advisors: Building an Enduring Business, + Website

Praise for Succession Planning for Financial Advisors

“At long last, a comprehensive, fact-based, and deeply insightful guide to overcoming excuses and giving all that is needed to build an enduring business. David Grau Sr. and the FP Transitions Team give a compelling account of a critical topic at a time that has never been more important, nor the need greater. The very essence of the independent advisor business is on the line. Clients, staff, and family members deserve a thoughtful approach and plan to ensure that their needs will be met and the true value of a life dedicated to helping others is celebrated through a long-lasting legacy of continuing to provide much needed independent advice.”
—Robert J. Moore, President, LPL Financial

“What is my practice worth? And how do I best recognize that value? Two straightforward questions with complex and nuanced answers. Nobody addresses those questions and answers better than David Grau Sr. and FP Transitions. This book will become the canon in the independent financial services industry on succession planning for years to come. In this book, Grau sets aside the myths and so-called ‘common sense’ approaches, and focuses the business owner on what is truly important in developing a real succession plan.”
—Kirk J. Hulett, Executive Vice President, Strategy and Practice Management, Securities America, Inc.

“Most financial advisors are deeply committed to their family, clients and employees, yet they put them at risk by not having a succession plan in place for their business. David Grau Sr. and the FP Transitions Team address this growing gap with Succession Planning for Financial Advisors—a wakeup call, a call to action, and much more. Grau’s astute and practical guidance will help advisors create and implement plans to secure the future of those who count on them—all while transforming their one-generational practice into an enduring business.”
—Valerie Brown, CEO, Cetera Financial Group

“David Grau Sr. and the FP Transitions Team accurately capture the industry’s dilemma while providing innovative outside of the box solutions to the problem. A must read for any advisor at any stage of their career. Outstanding!”
—B. Heapps, CLU, ChFC, President, John Hancock Financial Network (JHFN), Signator Investors, Inc.

“This book comes at an extremely important time in the history of the financial services industry as it approaches the potential loss of enormous intellectual capital possessed by the independent advisors of this country. Young professionals entering the industry are eager to find a vibrant organization requiring their dedication and talent as they progress towards a path to ownership. FP Transitions’ ‘secret formula’ provides such a path.”
—John Gilliam, PhD, CFP, CLU, Associate Professor and Director of MS Programs, Texas Tech University

“While passion is the catalyst for becoming an independent advisor, David and the FP Transitions Team offer the first practical guide to creating and monetizing real equity value as a business. In an industry where so much has changed, this book exposes the outdated assumptions of a by-gone era, arms you with the facts, and forges a clear path for achieving sustainable success for the future.”
—Sharon M. Theall, President, Strategic Management Advisors, LLC

 

 

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