Succession Planning Expert Debuts Blog For Independent Financial Advisors On Advisors4Advisors.com
A leading valuation and succession planning expert for the financial services industry will help financial advisors overcome one of their greatest deficiencies: planning for their own retirement.
NEW YORK—David Grau, Sr., J.D., nationally recognized authority on succession planning for financial advisors, shares his insights in a new blog for Advisors4Advisors (A4A), a practice management website for independent financial advisors.
Grau, president and founder of FP Transitions, The Succession Company™, assists independent financial advisors with all facets of succession planning, practice valuation, and equity management. A lawyer and former securities regulator, Grau joins the A4A team of financial industry expert bloggers who write about key practice-management topics ranging from sales, marketing and operations, to compliance and technology.
Grau’s Succession Planning blog for A4A’s 2,500+ users takes on topics such as how to value your practice, equity-centric business model development, and minority discount applications.
“David is one of the country’s leading authorities on continuity planning, valuation, and exit planning,” said A4A Editor and founder Andrew Gluck. “David and his team pioneered the open marketplace concept of practice transition for the financial services industry. We are pleased to offer his expertise to the members of our online community in an engaging blog that addresses critical, complex concepts with an accessible, approachable style.”
Named one of the most influential people in the profession in a 2004 survey of financial advisors by Financial Planning magazine, Grau is a much-in-demand speaker and panel member at national securities conferences. He has delivered more than 500 presentations and workshops for organizations and corporations including Fidelity, Wells Fargo, LPL, Pershing, Forbes, AIG, ING, FPA chapters, the Practice Management Institute, and Financial Services Institute.
Prior to founding FP Transitions, Grau worked as a securities industry regulator and as a securities lawyer in private practice. He graduated with highest honors from Purdue University, and earned a law degree from Northwestern School of Law. He served on the board of directors of the Financial Planning Association of Oregon and NW Washington.
About Advisors4Advisors, Inc.
Advisors4Advisors is a practice management website for independent financial advisors and advisors interested in going independent. Founded in 2009 by Andrew Gluck, CEO of Advisor Products, Inc. and columnist for Financial Advisor magazine, A4A has quickly grown to serve 3,000 registered users. A4A editors aggregate news and blogs from hundreds of sites around the Web to give advisors the news they need to read every day. The site’s blogging team of industry experts writes about financial planning, investing, estate planning, practice management, technology, marketing, compliance, social networking, and other key aspects of an advisory business.
A leader in producing educational webinars for advisors, A4A has over 90 hours of webinars available for on-demand replay, nearly half of which is eligible for CFP® continuing education credit. The comprehensive online resource and social networking community also compiles detailed user reviews and side-by-side feature comparisons of practice management software applications and vendors.
About David Grau, Sr., J.D.
David Grau, Sr., J.D., is founder and president of FP Transitions, the country’s leading provider of valuations and continuity and succession plans for independently owned financial service providers. A lawyer and former securities regulator, Grau is a prolific writer and author of more than 80 nationally published articles, manuals, and white papers on succession planning, continuity issues, and internal ownership tracks. Named one of the most influential people in the profession in a 2004 survey of financial advisors by Financial Planning magazine, Grau is a leading speaker at national conferences and workshops with more than 500 presentations to his credit. He received a Juris Doctor degree from Northwestern University School of Law, and an undergraduate degree with highest honors from Purdue University.
Contact:
Jim Voss
Advisors4Advisors, Inc.
JVoss@advisors4advisors.com
(888) 274-5755 ext. 249