Succession Archives | 4FP Agency (for Financial Planners)

Helping CFP® Pros collaborate better

Julie Johnson — Tue, 25 Jan 2022 20:31:23 +0000

How to help older and younger advisors get out of their own way and collaborate It is a statistical fact that the average age of the financial advisor is 51 or older. And, the majority of their clients are the same age or older than they are. This is not new news. In my humble opinion, to […]

The post Helping CFP® Pros collaborate better appeared first on 4FP Agency (for Financial Planners).

I’m going to miss you dad

Jake Wagner, CDMP — Thu, 18 May 2017 15:56:29 +0000

This post has taken a while to write. It’s weird. Thinking that I’m not going to talk to him anymore. Many readers are aware, but I’m sure not all, that my father, Richard B Wagner JD CFP® (his friends called him Dick. I called him Dad or Pops) passed away at the end of March. […]

The post I’m going to miss you dad appeared first on 4FP Agency (for Financial Planners).

E12 | How to Hire Interns from Universities

Jake Wagner, CDMP — Wed, 14 Dec 2016 23:35:42 +0000

Eddie Kramer of The Abacus Planning Group comes back on the show. In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners. Where to find talented interns He readily turns to his alma mater, Texas Tech University, […]

The post E12 | How to Hire Interns from Universities appeared first on 4FP Agency (for Financial Planners).

E10 | Succession in Texas

Jake Wagner, CDMP — Thu, 03 Nov 2016 17:59:27 +0000

Does your firm have a succession plan? You need one. The Need for Succession It’s taken them a decade to hand the reigns from one planner to the next but they’re done (for now). Jason McGarraugh comes on the show to share his story about purchasing his firm from a powerhouse planner with 30 years […]

The post E10 | Succession in Texas appeared first on 4FP Agency (for Financial Planners).