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How to Create a Strategic Plan that Works - FP Transitions RoundTable

Earlier this year, I was invited by the team at FP Transitions to sit down for a series of chats with Christine Sjölin about my journey and the philosophies and processes behind the Qii methodology. In case you missed it, check out the first video about life beyond advising or the second about leverage and finding someone to fill the gaps.

A strong, healthy, growing firm is like a beautifully completed 1000 piece puzzle. Identify the edges, the shapes of the pieces and the patterns. They all have to play well together to create the big picture, but you have to focus on how the pieces fit together. Thank you to Dan Sullivan at Strategic Coach who coined the term Unique Ability(R).

About FP Transitions

FP Transitions is the nation’s leading provider of equity management, valuation and succession planning services for financial advisors. The team of consultants boasts nearly a century of combined experience providing unbiased strategic solutions for financial professionals, which have been compiled into two books, “Succession Planning for Financial Advisors: Building an Enduring Business” and “Buying, Selling, and Valuing a Financial Practice: the FP Transitions M&A Guide,” both published by Wiley & Sons. Based in Portland, Oregon, FP Transitions operates the largest fully-supported open market for buying and selling financial service practices in the U.S.


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