8/10/2023 0 Comments Fp transitions![]() FMG has spent the past decade arming advisors with tools and resources that sustain a robust client and prospect communication strategy. Recent studies by McKinsey and FA Magazine showed the frequency of client communications is directly correlated with client satisfaction, a statistic healthy advisory firms should be considering as they build out growth strategies. Advisors will be able to execute across key marketing objectives such as building their brand, increasing referrals and attracting new prospects. Partnering with FMG, the highest-rated and most-utilized marketing platform for advisors, provides FP Transitions’ consulting clients with an easy way to implement strategic recommendations. ![]() Transforming businesses of enduring and sustainable value via consulting, valuation and M&A services. Our partnership with FMG allows us to provide stronger guidance on how to invest in marketing.” 132 likes 2 talking about this 28 were here. We also know that, for example, $200 million AUM firms who are growing revenue at two times the rate of their industry peers are spending an average of 33% more on marketing each year. “With our data insights and analytics, we can tell advisors that the median client-to-licensed professional ratio is 85:1, or that multi-partner firms should adopt a one-third professional compensation, overhead, and profit model. ![]() “Simply put, inorganic growth works incredibly well when paired with strong organic growth levers,” shared Marcus Hagood, Director of Equity Management Solutions® at FP Transitions. Leveraging two decades-worth of actionable data points around growing and valuing a business, FP Transitions’ delivers strategic insights that enable firm durability, growth, and relevancy. Ellibs E-kirjakauppa - E-kirja: Buying, Selling, and Valuing Financial Practices, + Website: The FP Transitions M&A Guide - Tekij: Grau, David - Hinta: 60. The detail in their database is unparalleled, containing over 300 common comparable data points to provide an unbiased, defensible. Their valuations rely on their database of businesses they have valued and help the transition. Guiding wealth management firms through often complex and pivotal transformations, FP Transitions’ partnership with FMG sparks a competitive advantage for advisors seeking to build powerful, sustainable enterprises. FP Transitions’ services are tailor-made to aid owners considering mergers, acquisitions, or succession planning. 15, 2022 (GLOBE NEWSWIRE) - FP Transitions, the industry’s leading growth consultancy for wealth management firms including succession planning, equity management and M&A services, announced a partnership with FMG, the premier advisor marketing automation, content and website platform for independent financial advisors. Since 1999, FP Transitions has completed more financial services transactions. Firms team up to power comprehensive advisor growth by combining the consulting expertise of FP Transitions with the easy-to-use, proven marketing technology and content platform of FMG. FP Transitions is the nation's leading business consulting firm dedicated to independent wealth advisory businesses.
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