About this podcast
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…
37 episodes · business
The Fine Print
About this podcast
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…
Recent episodes
- To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)22 Jul · 1 h 04 min
- Advisor Compensation: How to Pay Your Team the Right Way (Ep. 34)25 Jun · 1 h 04 min
- The Exchange: Selling Your Advisory Practice and What Every Owner Needs to Know (Ep. 33)3 Jun · 1 h 06 min
- What to Expect from M&A in 2026 (Ep. 32)30 Apr · 40 min
- The Exchange: What Advisory Firm Owners Get Wrong About M&A (Ep. 31)2 Apr · 1 h 00 min
- The SEC’s Marketing Rule in Advisor M&A: Endorsements and Client Transitions (Ep. 30)4 Mar · 32 min
- The Exchange: Your Employment Agreement Won’t Protect You Like You Think (Ep. 29)5 Feb · 1 h 03 min
- The Exchange: Entity Structure and Why It's The Backbone of Your Advisory Firm (Ep. 28)7 Jan · 55 min
- The Exchange: The Truth About Advisor Contingency Planning: The SRG Exchange (Ep. 27)4 Dec 2025 · 1 h 12 min
- Organic & Inorganic Growth | How to be Successful with Both (Ep. 26)1 Oct 2025 · 23 min
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