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 continuation of David Grau Jr.’s conversation with Ray Sclafani, Founder and CEO at ClientWise, LLC. Join them as they’re dedicated to uncovering the secrets behind flourishing financial advisory …
The wealth advisory landscape is rapidly evolving, which brings the challenge of building firms that not only survive but thrive through transitions and market fluctuations. In this enlightening installment of SRG Off-Script, David Grau Jr. engages with the founder and CEO of ClientWise Ray Sclafani in a comprehensive discussion on the keys to constructing enduring …
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 hood, guess what we found? They don’t find top talent. They build it! Get ready to adapt to a new paradigm of talent management, as David Grau Jr. encourages listeners …
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 …
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 …
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 …
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 …
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. …
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 …
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 …