The Influential Advisor Podcast

← The Influential Advisor Podcast25. Aug. · 1 Std. 05 Min.

122: David Grau Jr. | Top 50 Most Innovative Voices in Advisor Growth Series

122: David Grau Jr. | Top 50 Most Innovative Voices in Advisor Growth Series25. Aug.1 Std. 05 Min.

What does it take to build a financial advisory firm that can grow without depending on its founder? In this episode of Top 50 Most Innovative Voices in Advisor Growth, Paul G. McManus sits down with David Grau Jr., MBA, founder of Succession Resource Group and one of the financial advice industry’s leading experts on advisory firm valuation, succession planning, mergers and acquisitions, and advisor exits. David has spent more than two decades helping independent financial advisors build, va...