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FCG Long-Term Needs (Succession Plan (Transition Planning (Financial…
FCG Long-Term Needs
Succession Plan
Timing
3-7 Year OR 5 to 10 Years
Human Capital
Sourcing
Advisor(s) who can offer services equal to or greater than current advisor
Transition Planning
Financial
Operating agreements in place to define advisor payouts for inherited clients
Operational
Processes in place to seamlessly transition clients
Investment Management Solution
Human Capital
Sourcing
CIO who can offer an institutional quality solution
Model Development
Models to support several client profiles (Retired, Growth Seeker, etc.)
Growth Initiatives
Organic
New Product / Service Offerings
Insurance
Trust / Estate Planning
Tailored Lending
Proprietary Investment Products
Client Acquisition
Marketing
SEO
Social Media
Direct Email campaigns
PR
Press Releases
Client Communications
Published Intellectual Capital
White Papers
Speaking Opportunites
Updated Website
Social Media
Networking
Professional Events
COIs
In-Organic
Advisor Recruiting / Onboarding
Deal Structure
Due Diligence
Employment Agreement
M&A
Valuation
Due Diligence
Deal Structure
Legal Entity Structure
Operating Agreements
Business Operations Sustainability / Improvement
Process Improvements
Review, Recommend, and Implement Improved Processes
Day-to-day management / Sustainability
Sourcing
Operations professional who can effectively manage the day-to-day operations of a large and growing firm
Client Service
"Air Tight" financial Management