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.
Leverage comes from many different directions, and Qii can help you harness that power: where and how you apply your energy, how you build an A-team that includes internal and external players, and how you nurture that team by successfully using the skills that made you the advisor you are today.
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.