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

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 unexpected emotional challenges that are often overlooked! Get ready to address the “founder’s exit paradox” with David Grau Jr. and guest Jerome Myers, founder of DreamCatchers and The Myers Development Group. They …

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

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 about the access to capital, but also the intricacies of the deal structure! Recognizing this struggle, David Grau Jr. sits down with Dustin Mangone and Aaron Racino from PPC Loan to simplify advisor …

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

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 of SRG Off Script. Host David Grau Jr. and guest expert Caleb Brown, co-founder of New Planner Recruiting, dive into effective succession planning strategies for independent advisors. Key Discussion Points: The pitfalls …

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

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

Ever wondered how CRM can redefine your advisory firm? Join us on SRG Off Script, where Rick Williamson, Director of Brand Experience at Redtail/Orion Advisor Technology, brings his dynamic personality and industry expertise to explore the transformative role of Customer Relationship Management (CRM) systems in enhancing advisory business value. Key Discussion Points: The Impact of …

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

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

Want to know what sets successful businesses apart?  Join us in the latest SRG Off Script episode, where Julia Sexton, Director of Strategic Organizational Planning at Succession Resource Group, unravels the complexities of strategic organizational planning. David and Julia’s conversations offer invaluable insights for independent advisors aiming to boost their business value, growth, and sustainability. …

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

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. and Parker Finot from SRG invite you to join them as they unravel the mysteries of deal-making in the financial advisory world. Dive into the hidden metrics, unexpected valuations, and behind-the-scenes dynamics that …

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

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 for new talent. Many advisors struggle with building a team and transitioning their businesses to the next generation. In this episode David Grau Jr. interviews Jon Randall, an advisor and consultant, about …

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Creating a Winning Compensation Plan (Ep. 10)

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 of compensation in the financial advisory industry. Discover the pitfalls of traditional revenue-based models and the power of intentional design in compensation plans. Don’t miss this deep dive if you …

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

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 start implementing now to ensure a smooth transition of your business? In this episode, David Grau Jr. is joined by Matt Cooper, the President of Beacon …

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

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. While it may seem like a natural progression for a founder, the transition is often more challenging than it appears. In this episode, David Grau Jr. dives into the shift from …

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