David Grau Jr's guest appearances

David Grau Jr

Top Advisor Marketing Podcast

Quantum Growth for Financial Advisors

SRG Off Script

Stephen Wershing

Julie Littlechild

David Grau

Anton Anderson

Bob Burg

Veronica Dagher

Jean Ginzburg

David Wood

Alan Moore

Jon Dwoskin

Lauryn Williams

Marcia Mantell

Tim Martin

Carl Richards

Sarah Koenig

OwlTail

Welcome to SRG Off Script, the podcast where experts at Succession Resource Group unpack the latest industry trends, recommendations, and observations, for independent advisors managing their own financial services practice, with no fluff and a little entertainment. In this episode:  Get an exclusive look into David’s early years in the financial services industry Discover how the M&amp;A landscape has evolved over the years and what it means for your business Learn how the team at Succession Planning helps clients achieve their goals and maximize their value Gain valuable personal and professional insights from David on what he finds most rewarding in life The critical role of planning ahead in business exits: learn how to maximize the value of your business and set yourself up for a successful exit   Don’t miss out on this incredible opportunity to learn from one of the industry’s most respected experts. Tune in now and get ready to take your financial services game to the next level! Connect with David:  Succession Resource Group LinkedIn: David Grau Jr. LinkedIn: Succession Resource Group Facebook: Succession Resource Group Instagram: Succession Resource Group  About David:  David Grau Jr. is the founder and CEO of Succession Resource Group (SRG), a consulting firm serving independent financial advisors. . Prior to launching SRG, David was the leading M&amp;A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is one of the leading speakers in the financial services industry on M&amp;A and next-gen building strategies, with over 200 presentations to his credit. In the past five years, he has spoken at a variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, ING, Independent Financial Group, Geneos, Swan Global, Advisor Group, Fidelity, Jackson National, Prudential, Raymond James, and regularly volunteers his time speaking for the Financial Services Institute (FSI) and FPA chapters around the country. David holds a Bachelor’s Degree from Portland State University and a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen, and their three children recently relocated from Portland, Oregon to Austin, Texas, and take every opportunity to connect with their new community. Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast and developing a taste for cigars, loves traveling, and reading, he also enjoys snow and water sports and loves basketball (playing or watching). Prior to having three children and starting a business, David had a beautiful head of hair. Now he doesn’t.

Welcome to SRG Off Script, the podcast where experts at Succession Resource Group unpack the latest industry trends, recommendations, and observations, for independent advisors managing their own financial services practice, with no fluff and a little entertainment. In this episode: <ul> <li>Get an exclusive look into David’s early years in the financial services industry</li> <li>Discover how the M&amp;A landscape has evolved over the years and what it means for your business</li> <li>Learn how the team at Succession Planning helps clients achieve their goals and maximize their value</li> <li>Gain valuable personal and professional insights from David on what he finds most rewarding in life</li> <li>The critical role of planning ahead in business exits: learn how to maximize the value of your business and set yourself up for a successful exit </li> </ul> Don’t miss out on this incredible opportunity to learn from one of the industry’s most respected experts. Tune in now and get ready to take your financial services game to the next level! Connect with David: <ul> <li><a href="https://www.successionresource.com/" rel="nofollow" target="_blank">Succession Resource Group</a></li> <li><a href="https://www.linkedin.com/in/davidgraujr/" rel="nofollow" target="_blank">LinkedIn: David Grau Jr.</a></li> <li><a href="https://www.linkedin.com/company/succession-resource-group/" rel="nofollow" target="_blank">LinkedIn: Succession Resource Group</a></li> <li><a href="https://www.facebook.com/SuccessionResourceGroup/" rel="nofollow" target="_blank">Facebook: Succession Resource Group</a></li> <li><a href="https://www.instagram.com/successionresourcegroup/" rel="nofollow" target="_blank">Instagram: Succession Resource Group</a></li> </ul> About David:  David Grau Jr. is the founder and CEO of Succession Resource Group (SRG), a consulting firm serving independent financial advisors. . Prior to launching SRG, David was the leading M&amp;A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is one of the leading speakers in the financial services industry on M&amp;A and next-gen building strategies, with over 200 presentations to his credit. In the past five years, he has spoken at a variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, ING, Independent Financial Group, Geneos, Swan Global, Advisor Group, Fidelity, Jackson National, Prudential, Raymond James, and regularly volunteers his time speaking for the Financial Services Institute (FSI) and FPA chapters around the country. David holds a Bachelor’s Degree from Portland State University and a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen, and their three children recently relocated from Portland, Oregon to Austin, Texas, and take every opportunity to connect with their new community. Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast and developing a taste for cigars, loves traveling, and reading, he also enjoys snow and water sports and loves basketball (playing or watching). Prior to having three children and starting a business, David had a beautiful head of hair. Now he doesn’t.

Welcome to SRG Off Script With David Grau Jr. (Ep. 1)

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&amp;A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks The post 2021 M&amp;A Recap in the Financial Services Space &amp; Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&amp;A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks The post <a href="https://www.kuttinconsultinggroup.com/2022/03/02/2021-ma-recap-in-the-financial-services-space-looking-ahead-to-2022-with-david-grau-jr/" rel="nofollow" target="_blank">2021 M&amp;A Recap in the Financial Services Space &amp; Looking Ahead to 2022 With David Grau Jr.</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr.

Mergers and acquisitions (M&amp;A) can be a game-changer for advisors.When done right, they may be the fastest way to grow your business!

Mergers and acquisitions (M&amp;A) can be a game-changer for advisors. When done right, they may be the fastest way to grow your business!

318. Why M&A Is a Game Changer for Advisors With David Grau Jr.