Finding talent can be hard. But you dont 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 S

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 insta

Do you ever look at some of the industrys most successful advisory firms and wonder, Where are they finding top talent? After looking under the hood, guess what we found? They dont find top talent

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 overl

Whether its M&A or succession planning, a critical challenge advisors face is navigating the lending process for equity purchases. Its not just about the access to capital, but also the intricacies

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 ex

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 personalit

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, unrav

Ever wondered why some deals soar while others sputter? From backdoor metrics to surprising valuations, were spilling industry secrets. David Grau Jr. and Parker Finot from SRG invite you to join th

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 buildin