Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
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Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)
The Fine Print
50 minutes 4 seconds
1 year ago
Succession Planning and Scaling Businesses in the Financial Advisory Sector (Ep. 15)
Ever wondered how top financial firms plan for the future?Discover the secrets of scaling your financial advisory business in this engaging episode of The Fine Print. Host David Grau Jr. and guest expert Caleb Brown, co-founder of New Planner Recruiting, dive into effective succession planning strategies for independent advisors.Key Discussion Points:* The pitfalls of succession planning * Understanding the evolving roles in advisory firms* Navigating the challenges of recruitment and compensation in financial advisory* The evolution of a CEO’s role in financial advisory firms* Viability and efficiency of smaller, lifestyle practices* Emphasizing salary-based compensation models with growth opportunities* The balance between investing in employee development and managing turnover risks* And much more!Resources:* LinkedIn: Caleb Brown, MBA, CFP® (https://www.linkedin.com/in/calebbrowncfp/)* NewPlannerRecruiting.com (https://newplannerrecruiting.com/)* New Planner Podcast (https://newplannerrecruiting.com/category/podcast/)* Book: Finding Your Path: The Roadmap from Student to Successful Financial Planner (https://www.amazon.com/Finding-your-Path-Successful-Financial-ebook/dp/B0CB99GZ5F?ref_=ast_author_dp)* Book: Successful Hiring for Financial Planners: The Human Capital Advantage (https://www.amazon.com/Successful-Hiring-Financial-Planners-Advantage-ebook/dp/B07931FJ7R?ref_=ast_author_dp)* Jocko Willink Video: Good (https://www.youtube.com/watch?v=IdTMDpizis8)Connect with David Grau Jr.:* Succession Resource Group (https://www.successionresource.com/david-grau-jr)* LinkedIn: David Grau Jr, MBA (https://www.linkedin.com/in/davidgraujr/) * david.graujr@successionresourcegroup.com (mailto:david.graujr@successionresourcegroup.com) About Caleb Brown: Caleb Brown is a renowned expert in the financial planning sector, specializing in connecting emerging financial planners with growth-oriented firms across the USA. As a CERTIFIED FINANCIAL PLANNER(https://s.w.org/images/core/emoji/14.0.0/72x72/2122.png) and a Kolbe Certified(https://s.w.org/images/core/emoji/14.0.0/72x72/2122.png) Consultant, he plays a pivotal role in mentoring and integrating new talents into the industry. Caleb is recognized for creating the FPA Career Day program and actively contributes to the financial planning community as a member of the FPA New Professionals Advisory Council and Chairman of NexGen. His experience includes over five years in an RIA firm and he’s been acknowledged as the Next Generation Influencer by Financial Planning magazine.
The Fine Print
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
