Podcast Episodes

Expanding Your Practice: Key Tips (Ep. 6)

There may be something comforting about selling your practice to someone you know, someone already working with you, but what makes that a better opt…

3 years, 2 months ago

The Importance of Succession Planning for Advisors (Ep. 5)

Many advisors often fail to plan for their eventual retirement and succession, risking their legacy and business.

Without a well-designed succession p…

3 years, 3 months ago

Family & Finances: What To Expect (Ep. 4)

There is nothing that can divide a family faster than money issues. When merging firms and keeping them within the family, there are a number of cons…

3 years, 3 months ago

Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)

Are you struggling to figure out how to finance deals in today’s competitive market, where interest rates are skyrocketing, and valuations are at all…

3 years, 3 months ago

Selling Your Practice: When is the right time? (Ep. 2)

Are you an advisor planning for the future? It’s time to take a closer look at your succession plan. In today’s market, a book of business is no long…

3 years, 3 months ago

Welcome to The Fine Print With David Grau Jr. (Ep. 1)

Welcome to The Fine Print, the podcast where experts at Succession Resource Group unpack the latest industry trends, recommendations, and observation…

3 years, 3 months ago

SRG Off Script – Coming Soon

Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the podcast where Succession Resourc…

3 years, 4 months ago