FREEDOM AND GROWTH CHRONICLES

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The Future of Wealth Management: Short-term Noise, Long-term Planning

As promised, I’m sharing my summary of the meaty content from “The Future of Wealth Management: Short-term Noise, Long-term Planning,” a recent event in Scottsdale co-hosted by FP Transitions and Bloomberg. The keynote speaker was Brad Bueermann, CEO of FP Transitions, a firm whose credibility on the subject rates highly given they value 1000 advisory firms a year, have managed over 150 M&A transactions, launched 400 succession plans, and most dear to my heart, have placed 800 Generation 2 advisors into the ownership slot. I find it ironic that we know our clients need to plan for the long-term, and that to achieve financial success, they need to recognize investment pornography as noise, y

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