June 2014
Beginner
224 pages
6h 44m
English
book
Succession Planning for Financial Advisors: Building an Enduring Business, + Website
by David Grau Sr.
Content preview from Succession Planning for Financial Advisors: Building an Enduring Business, + Website
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
About the Author
David Grau Sr., JD, has spent almost half his life in the financial services industry, as a regulator, as a securities attorney, as a mergers and acquisitions (M&A) specialist, and for the past 16 years at the helm of FP Transitions as its founder and president. FP Transitions pioneered the open marketplace concept of practice transition for the financial services industry beginning in 1999, and now assists independent reps and advisors in all facets of practice valuation, equity management, and succession planning. David is the author of more than 85 nationally published articles, white papers, and manuals, and writes over 1,000 pages of new material per year on these and related topics.
David was named one of the most influential people in the profession in an industry survey of financial advisors by Financial Planning magazine and is a nationally recognized expert on succession planning in the financial services industry. He is also one of the nation’s leading speakers and instructors on equity management and succession planning issues, practice value and valuation, and long-range strategic exit plans, having delivered over 750 presentations and workshops. He now lives in Portland, Oregon, with his wife Penny, their two sons, three grandchildren, and four rescued dogs.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.