Podcast Episodes

Organic & Inorganic Growth

How do top advisors win at both organic and inorganic growth? In this episode of The Fine Print, SRG President David Grau Jr. sits down with Jeff Con…

11 months ago

Empowering Independence | Building Self-Leading Teams with Saša Mirković (Ep. 25)

In this episode of SRG's The Fine Print, host David Grau is joined by Saša Mirkovic from Inspire Network to explore the art of building self-leading …

1 year ago

Balancing Act | Exploring Value and Terms in Deals (Ep. 24)

In this episode of The Fine Print, David Grau Jr., President of Succession Resource Group, unpacks the critical—yet often overlooked—relationship bet…

1 year, 2 months ago

What's the Deal with PE and Aggregators ! (Ep. 23)

David Grau Jr. discusses the increasing influence of private equity (PE) and industry aggregators on the valuations and consolidation trends within t…

1 year, 3 months ago

Carrot and the Stick - Protecting Your Advisors and Clients (Ep. 22)

In this episode, David discusses strategies to keep top talent in the financial advisory industry and protect client relationships. He emphasizes the…

1 year, 11 months ago

Contingency Planning - Death/Disability Considerations for Advisors (Ep. 21)

In this episode, David Grau discusses the importance of death and disability planning for independent advisors and small business owners. He emphasiz…

2 years ago

Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)

Finding talent can be hard. But you don’t always need to find it, with the right approach you can develop it within anybody.

This episode is a continu…

2 years, 5 months ago

Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)

Finding talent can be hard. But you don’t always need to find it, with the right approach you can develop it within anybody.

This episode is the first…

2 years, 5 months ago

Can’t Find Top Talent? No Problem, You Can ‘Build’ It! (Ep. 18)

Do you ever look at some of the industry’s most successful advisory firms and wonder, “Where are they finding top talent?”

After looking under the hoo…

2 years, 6 months ago

The Founder’s Exit Paradox with Jerome Myers (Ep.17)

Many Advisors dedicate their lives to building their companies. But what happens after they exit their business?

The transition can be fraught with un…

2 years, 6 months ago