Succession Planning: The Secret Sauce to A Smooth Exit Strategy (Ep. 9)

Fueling Your Future: Unleashing Growth Potential through Entity Planning

Operating the entity of your business as intended can not only significantly decrease the risk of an IRS audit, but also maximize your business growth potential. Join Nicole Frey, CFP®, to learn more about how you can properly set up and use your business entity to support your business decisions and growth. In this session, we covered: Why every advisor should use an entity to operate the business The most important steps to set up the entity The implications on commonly overlooked details How to use the entity correctly to avoid issues with the IRS and minimize audit risk The power of having the entity and what to do with it once established Watch now to learn the right way to set up and optimize the use of your entity or be reassured that your entity is formed correctly if you already have one. Watch Recording Resources [Blog Post] The Importance of Formalizing Your Entity Structure → [E-Book] Your Guide to Proper Entity Structure → [Article] First DOL, Now IRS Gunning for Advisors → Learn more about SRG’s Entity Support and Equity Sharing Services. Schedule your free consultation below! Presenters Nicole Frey, CFP® Director of Team Solutions

Employee Retention Strategies of Today’s Top Firms

Growing advisory firms takes talented professionals to operate, and finding/keeping them is a challenge for every organization, regardless of size. Uncover the insights you need to excel in talent management with this webinar, “Employee Retention Strategies of Today’s Top Firms,” presented by industry luminary David Grau Jr. Key Highlights: Decode successful compensation plan structures driving motivation and loyalty Navigate essential agreement frameworks to future-proof your practice Harness the power of equity and phantom equity for a unique edge Gain actionable insights from real client successes at SRG Watch the recording to learn the best practices from SRG’s latest client engagements. Register and secure your spot now for a competitive advantage in employee retention! Watch Recording Resources [Blog Post] Financial Services and Other Employee Benefits → [Blog Post] What is Phantom Equity and How is it Used? → [E-Book] The Financial Advisor HR Toolkit → [Webinar] Everything Equity → Presenters David Grau Jr., MBA President

Building Intentionally: The Key to Creating A Thriving Advisory Firm (Ep. 8)

Ensure a Seamless Experience with SRG’s myCompass Platform: A Financial Advisor’s Guide

If you follow us on social media or are a subscriber to our monthly newsletter, you’ve heard about the most recent update to our one-of-a-kind client servicing platform, myCompass. Our latest and largest expansion now facilitates all services that SRG provides to clients, ensuring a streamlined and secure experience. Since these updates are still fresh, let’s dive into the benefits of myCompass and how it can take your projects with SRG to the next level.

Teaming Advice When Preparing for a Merger

If you’re showing up to virtual presentations or conferences, you’ve likely noticed a recurring topic that’s been buzzing around the industry: teaming up and preparing for a potential merger. Hopefully, you’ve sat in on a few of these discussions, and if you’re reading this you’ve probably considered a teaming scenario to some extent. Many advisors we’ve worked with find the concept intimidating, however, with the right approach and some careful planning, you can navigate this process like a pro. So, let’s dive right in!

How Much is Your Financial Practice Worth? (Ep. 7)

Expanding Your Practice: Key Tips (Ep. 6)

SRG Off Script: The Importance of Succession Planning for Advisors

In this SRG Off Script Live, David Grau Jr. dives into the crucial topic of succession planning, answering your questions about designing a plan regardless of how far away retirement may seem. Submit your question(s) at registration or live during the webinar! SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com. Watch Recording Resources [Infographic]The Exit Planning Menu → [Blog Post]Powerful Succession Planning Tools You Need → [Blog Post]Succession Planning 101: Steps and Processes → [Podcast]The Importance of Succession Planning for Advisors → Learn more about SRG’s Exit Services. Schedule your free consultation below! Presenters David Grau Jr., MBA Founder & President Succession Resource Group

Selling Your Advisory Practice: What Your Clients Need from You

You’ve decided to put your exit strategy in motion. Maybe you’ve identified a buyer, or you’re considering multiple successors who’ve expressed interest in your practice, or you just decided an hour ago that now is the time to sell. At whatever stage you’re in, your top priority is to protect your clients and deliver a smooth transition that they’ve come to expect after years of working with you.