Advisor to CEO – Best Practices for Your Growing Enterprise
David Pan
The transition from advisor to how to be a CEO Your first job as a new advisor was to understand the industry and products, then get clients. Here you are, years later – you have great clients, you’re growing, and you’ve hired a good team. Whether by design or by default, you now find yourself […]
Buying & Selling a Financial Services Firm
Buying or selling a financial services practice is a major event for any business. If done right, it is more of a process than a singular event at the end of a career. This one-hour session will cover current vs. historical exit planning trends, recommended timelines and strategies for leaving your business, valuation statistics, and […]
Secrets of Succession
Kristen Grau
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]
SRG Newsletter – April 2016
David Grau Jr.
Stay up-to-date with Succession Resource Group through our newsletter. We will keep you appraised of: Tips for Success Current Seller Listings Practices We Just Sold Upcoming Events And More… To Download Our April 2016 Newsletter, Click Here
Help Is On The Way
Change is hard. No one likes it. So it is no surprise that so many advisers avoid the subject of succession planning. Both a Cerulli Associates study and polling by the Financial Services Institute found that almost 60% of advisers have not yet identified a successor. Yet every year more advisers get closer to their […]
California Fringe Benefits Succession Plan Focus Group
The Standard Summer MGA Conference
David Grau, Jr., President of Succession Resource Group will be a guest speaker at The Standard Summer MGA Conference on Wednesday, July 30, 2014. He will be giving a 1-hour presentation on succession planning!
Geneos SelectOne Business Development Workshop
Nicole Sinclair5 Tips for Building Value in Your Business
Whether you plan to retire in the next 12 months or next 12 years, understanding/tracking/growing your business’s value is a key element to ensuring a successful outcome for your clients when you are ready to slow down. With the tools and information available to you today, you have the ability to track the value of […]