Succession & Next-Gen Leadership: Insights from Industry Veterans

In this session, two founders and CEOs — David Grau Jr. of Succession Resource Group and Jeff Concepcion of Stratos Wealth Partners — shared candid insights on succession planning. They discussed when and how to start the process, stressing that early preparation leads to stronger outcomes and continuity. The conversation covered strategies to protect and maximize enterprise value before transition, giving owners practical ways to future-proof their businesses. A major focus was preparing next-gen advisors for leadership, with actionable steps they can take now to be ready for ownership. For both current owners and emerging leaders, this replay offers experience-driven guidance on navigating succession successfully.