David Grau

6 Podcast Episodes

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

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

Welcome to SRG Off Script, the podcast where experts at Succession Resource Group unpack the latest industry trends, rec... Read more

8 May 2023

28mins

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

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

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either... Read more

2 Mar 2022

43mins

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

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

Mergers and acquisitions (M&A) can be a game-changer for advisors.When done right, they may be the fastest way to gr... Read more

19 Aug 2021

35mins

Mit Gott in der Krise III - Mach nicht bei allem mit - David Grau

Mit Gott in der Krise III - Mach nicht bei allem mit - David Grau

Das Leben hält so manche Krise für dich bereit. Und gerade die, die es besonders gut machen möchten, stehen vor immensen... Read more

2 May 2021

33mins

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Advisor2Advisor Podcast - Episode 10 David Grau, Sr.

Advisor2Advisor Podcast - Episode 10 David Grau, Sr.

On this episode of the Advisor2Advisor podcast, Scott and Pat welcome well-known author David Grau, President and Founde... Read more

1 Sep 2018

24mins

Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau

Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau

David Grau Sr. talks about how he helped start a business at the wholly unique intersection of financial services, techn... Read more

21 Feb 2017

1hr 25mins

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