Podcast Episodes

Advisor Deal Lending Simplified with Dustin Mangone and Aaron Racino (Ep.16)

Whether it’s M&A or succession planning, a critical challenge advisors face is navigating the lending process for equity purchases.

It’s not just abou…

2 years, 6 months ago

Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)

Ever wondered how top financial firms plan for the future?

Discover the secrets of scaling your financial advisory business in this engaging episode o…

2 years, 7 months ago

How To Elevate Your Business with CRM (Ep. 14)

Ever wondered how CRM can redefine your advisory firm?

Join us on The Fine Print, where Rick Williamson, Director of Brand Experience at Redtail/Orion…

2 years, 7 months ago

The Future of Business Growth with Julia Sexton (Ep. 13)

Want to know what sets successful businesses apart? 

Join us in the latest Fine Print episode, where Julia Sexton, Director of Strategic Organizationa…

2 years, 8 months ago

Successful M&A and Financing Strategies with Parker Finot (Ep. 12)

Ever wondered why some deals soar while others sputter? 

From backdoor metrics to surprising valuations, we’re spilling industry secrets.

David Grau Jr…

2 years, 10 months ago

Advisor NextGen Talent Sourcing and Training Strategies (Ep. 11)

The financial advisory industry is currently facing a significant challenge. The average age of advisors is increasing, and there is a pressing need …

2 years, 10 months ago

Creating a Winning Compensation Plan (Ep. 10)

Ever wondered why top financial advisors stay loyal to their firms or jump ship? 

Dive into this episode where David Grau Jr. unravels the mysteries o…

2 years, 11 months ago

Succession Planning: The Secret Sauce to A Smooth Exit Strategy (Ep. 9)

Do you know where your practice is going once you decide to let go of the wheel? Can it survive without your direction? Do you know what processes to…

3 years ago

Building Intentionally: The Key to Creating A Thriving Advisory Firm (Ep. 8)

As the founder of an advisory firm, it’s your moment to embrace the mantle of true leadership and propel your firm towards unprecedented success. Whi…

3 years ago

How Much is Your Financial Practice Worth? (Ep. 7)

Unleash the true value of your business and pave the path to lasting success! Selling your business requires more than just looking at profits and cl…

3 years, 2 months ago