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SRG Off Script
Business & Economics Podcasts
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the 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.
Location:
United States
Description:
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the 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.
Language:
English
Contact:
503.427.9910
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 2 (Ep. 20)
Duration:00:47:42
Strategies for Building Enduring Wealth Advisory Firms With Ray Sclafani Part 1 (Ep. 19)
Duration:00:55:56
Can’t Find Top Talent? No Problem, You Can ‘Build’ It! (Ep. 18)
Duration:00:38:46
The Founder’s Exit Paradox with Jerome Myers (Ep.17)
Duration:01:02:05
Advisor Deal Lending Simplified with Dustin Mangone and Aaron Racino (Ep.16)
Duration:01:01:27
Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)
Duration:00:50:04
How To Elevate Your Business with CRM (Ep. 14)
Duration:00:51:54
The Future of Business Growth with Julia Sexton (Ep. 13)
Duration:00:43:06
Successful M&A and Financing Strategies with Parker Finot (Ep. 12)
Duration:00:58:25
Advisor NextGen Talent Sourcing and Training Strategies (Ep. 11)
Duration:00:51:38
Creating a Winning Compensation Plan (Ep. 10)
Duration:00:33:03
Succession Planning: The Secret Sauce to A Smooth Exit Strategy (Ep. 9)
Duration:00:33:42
Building Intentionally: The Key to Creating A Thriving Advisory Firm (Ep. 8)
Duration:00:27:45
How Much is Your Financial Practice Worth? (Ep. 7)
Duration:00:33:54
Expanding Your Practice: Key Tips (Ep. 6)
Duration:00:35:12
The Importance of Succession Planning for Advisors (Ep. 5)
Duration:00:24:57
Family & Finances: What To Expect (Ep. 4)
Duration:00:34:26
Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)
Duration:00:38:48
Selling Your Practice: When is the right time? (Ep. 2)
Duration:00:29:27
Welcome to SRG Off Script With David Grau Jr. (Ep. 1)
Duration:00:28:31