The Fine Print
By David Grau Jr.
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Category: Management
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Episodes: 33
Description
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
| Episode | Date |
|---|---|
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What to Expect from M&A in 2026 (Ep. 32)
|
Apr 30, 2026 |
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What Advisory Firm Owners Get Wrong About M&A | The Exchange (Ep. 31)
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Apr 02, 2026 |
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The SEC’s Marketing Rule in Advisor M&A: Endorsements and Client Transitions (Ep. 30)
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Mar 04, 2026 |
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Your Employment Agreement Won’t Protect You Like You Think (Ep. 29)
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Feb 05, 2026 |
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The Exchange: Entity Structure and Why It's The Backbone of Your Advisory Firm (Ep. 28)
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Jan 07, 2026 |
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The Exchange: The Truth About Advisor Contingency Planning: The SRG Exchange (Ep. 27)
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Dec 04, 2025 |
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Organic & Inorganic Growth | How to be Successful with Both (Ep. 26)
|
Oct 01, 2025 |
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Empowering Independence | Building Self-Leading Teams with Saša Mirković (Ep. 25)
|
Aug 06, 2025 |
|
Balancing Act | Exploring Value and Terms in Deals (Ep. 24)
|
Jul 03, 2025 |
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What's the Deal with PE and Aggregators ! (Ep. 23)
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May 07, 2025 |
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Carrot and the Stick - Protecting Your Advisors and Clients (Ep. 22)
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Sep 17, 2024 |
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Contingency Planning - Death/Disability Considerations for Advisors (Ep. 21)
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Sep 04, 2024 |
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Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)
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Apr 01, 2024 |
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Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
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Mar 18, 2024 |
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Can’t Find Top Talent? No Problem, You Can ‘Build’ It! (Ep. 18)
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Mar 04, 2024 |
|
The Founder’s Exit Paradox with Jerome Myers (Ep.17)
|
Feb 19, 2024 |
|
Advisor Deal Lending Simplified with Dustin Mangone and Aaron Racino (Ep.16)
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Feb 05, 2024 |
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Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)
|
Jan 22, 2024 |
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How To Elevate Your Business with CRM (Ep. 14)
|
Jan 08, 2024 |
|
The Future of Business Growth with Julia Sexton (Ep. 13)
|
Dec 11, 2023 |
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Successful M&A and Financing Strategies with Parker Finot (Ep. 12)
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Oct 30, 2023 |
|
Advisor NextGen Talent Sourcing and Training Strategies (Ep. 11)
|
Oct 16, 2023 |
|
Creating a Winning Compensation Plan (Ep. 10)
|
Oct 02, 2023 |
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Succession Planning: The Secret Sauce to A Smooth Exit Strategy (Ep. 9)
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Aug 21, 2023 |
|
Building Intentionally: The Key to Creating A Thriving Advisory Firm (Ep. 8)
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Aug 07, 2023 |
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How Much is Your Financial Practice Worth? (Ep. 7)
|
Jun 26, 2023 |
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Expanding Your Practice: Key Tips (Ep. 6)
|
Jun 12, 2023 |
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The Importance of Succession Planning for Advisors (Ep. 5)
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May 22, 2023 |
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Family & Finances: What To Expect (Ep. 4)
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May 08, 2023 |
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Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)
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May 08, 2023 |
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Selling Your Practice: When is the right time? (Ep. 2)
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May 08, 2023 |
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Welcome to The Fine Print With David Grau Jr. (Ep. 1)
|
May 08, 2023 |
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SRG Off Script – Coming Soon
|
Apr 12, 2023 |