Breakout Session
David Grau, Sr., JD
President & Founder
FP Transitions
The most successful financial business are built on the strongest foundations. In this presentation designed to help advisers understand the best options for growing their team from this solid base, David Grau shares insights into acquiring practices, recruiting and retaining the next generation of advising talent. He also addresses how creating a legacy business with an enduring presence in the marketplace, a properly designed entity and compensation strategy, is key to achieving these goals. This presentation will explain the link between compensation, profitability, and long-term business value, helping financial planners identify their own unique growth plan and learn the steps to transform their practice into a sustainable business.