SRG Off Script

Author: David Grau Jr.

Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the podcast where Succession Resource Groups experts dive deep into the latest industry trends, recommendations, and observations. With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results. Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
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Language: en-us

Genres: Business, Investing, Management

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Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)
Monday, 1 April, 2024

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 … Read More Read More