『The Fine Print』のカバーアート

The Fine Print

The Fine Print

著者： David Grau Jr.
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 Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's 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.Copyright 2025 The Fine Print マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • The Exchange: The Truth About Advisor Contingency Planning: The SRG Exchange (Ep. 27)

    The Exchange: The Truth About Advisor Contingency Planning: The SRG Exchange (Ep. 27)
    2025/12/04
    What does a real contingency plan actually look like—and why are so many advisors still unprotected when something goes wrong? In this inaugural episode of The SRG Exchange, SRG’s consulting team sits down for a candid, unscripted conversation about one of the most overlooked areas in an advisor’s business: contingency planning. Pulling from real client experiences, the team breaks down what “good” looks like, what’s missing in most firms, and how to create a plan that truly protects clients, revenue, and family in the event of death, disability, or unexpected disruption. They explore common misconceptions (“My BD form covers me, right?”), share firsthand stories of plans that worked—and plans that didn’t—and outline the essential steps every advisor should be taking long before a crisis ever occurs. Whether you're reviewing your current plan or starting from scratch, this episode offers clear, practical insight into building continuity where it matters most.
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    1 時間 12 分
  • Organic & Inorganic Growth | How to be Successful with Both (Ep.26)

    Organic & Inorganic Growth | How to be Successful with Both (Ep.26)
    2025/10/01
    How do top advisors win at both organic and inorganic growth? In this episode of The Fine Print, SRG President David Grau Jr. sits down with Jeff Concepcion, Founder & CEO of Stratos Wealth, to unpack practical strategies for building a sustainable advisory business. From turning referrals into repeatable growth systems to competing in today’s crowded M&A market, Jeff shares actionable insights on what it takes to scale, reinvest, and position your firm for long-term success.
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    23 分
  • Empowering Independence | Building Self-Leading Teams with Saša Mirković (Ep. 25)

    Empowering Independence | Building Self-Leading Teams with Saša Mirković (Ep. 25)
    2025/08/06

    In this episode of SRG's The Fine Print, host David Grau is joined by Saša Mirkovic from Inspire Network to explore the art of building self-leading teams. Saša shares his journey from financial advisor to a leader in developing teams that thrive independently. Discover the importance of transitioning from advisor to CEO, the concept of being a 'multiplier,' and the role of humility in leadership. Whether you're an advisor or a business owner, learn how to create a business that can exist without you, ensuring long-term success and growth. Tune in for insights on talent density, team-based compensation, and the power of mentorship.

    Get ready to cut through the noise and examine the real fine print.
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    33 分
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