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 to rethink how they mentor, train, and compensate the next generation of talent. You will discover a systematic and scalable approach to cultivating talent and building a seamless succession plan.
Key Discussion Points:
How compensation and recruiting have evolved over the past 20 years
Building an integrated team and what it means to hire “hunters” vs. “farmers”
The uncomfortable, but incredibly rewarding, transition from advisor to CEO
The BBP (base, bonus, profits) compensation model that is relevant today
An actionable plan to nurture new interns into your most trusted advisors
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-time highs? As an advisor, growing your business through inorganic acquisition can be a tremendous opportunity, but it comes with its challenges, including figuring out the capital requirements to fuel that growth.
Join David Grau Jr. in this captivating episode as he sits down with Dustin Mangone, the Managing Partner and Director of PPC LOAN. With a proven track record of working with service sector cash flow-based businesses, including insurance agents and investment advisors, Dustin and his team at PPC LOAN are experts in financing deals and providing the capital you need to grow your business.
Topics Dustin discusses more on:
Insights on the importance of having a strong financial plan in place to achieve long-term business success
Comparison of PPCLoan with other lending companies
Guidance on private equity issues to help companies in need
Strategies for companies to create a plan for the future success of their business
David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. Prior to launching SRG, David was the leading M&A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy.
David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit. In the past five years, he has spoken at a variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, ING, Independent Financial Group, Geneos, Swan Global, Advisor Group, Fidelity, Jackson National, Prudential, Raymond James, and regularly volunteers his time speaking for the Financial Services Institute (FSI) and FPA chapters around the country.
David holds a Bachelor’s Degree from Portland State University and a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen, and their three children are long-time residents of Portland, Oregon, but take every opportunity to travel.
Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast and developing a taste for cigars, loves traveling, and reading, he also enjoys snow and water sports and loves basketball (playing or watching). Prior to having three children and starting a business, David had a beautiful head of hair. Now he doesn’t.
