David Grau Sr.

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  How Do You Transition More Clients Than You Have? By Doing It Right

  By Bob Clark, AdvisorOne  |  October 25, 2011

  Larger advisory firms usually get that way by offering better services than smaller ones.

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  The #1 Worst Practice: Getting Rid of Clients

  By Bill Good  |  October 18, 2011

  Here's what your peers think about the spooky advisor practice known as book pruning.

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  What’s Your Practice Worth? FP Transitions’ Latest Findings

  By James J. Green, AdvisorOne  |  October 14, 2011

  Marketplace demand for advisory practices is rising, said David Grau Sr. and Jr., while prices for practices are slipping. The father and son principals of FP Transitions say the market is better than for other professional practices.

• The Cobbler's Shoes

  By Susan L. Hirshman  |  September 1, 2008

  On Friday, June 13, Tim Russert, NBC News' Washington bureau chief and the moderator of "Meet the Press," died after suffering a heart attack. He...

• Fresh Look at a Fresh Start

  By Janice Fioravante  |  March 1, 2008

  Welcome to the demographic squeeze: Older partners are looking to cash out shares; younger would-be partners are itching to buy in. The older partners deserve...