The Fine Print
- Business · Entrepreneurship, Management
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About
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...
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Recent episodes
- Contingency Planning for Financial Advisors: Who Takes Over If Something Happens to You? (Ep. 37)
- Dealing with Acquisition Risk: How Buyers and Sellers Balance Price, Terms, and Uncertainty (Ep. 36)
- To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)
- Advisor Compensation: How to Pay Your Team the Right Way (Ep. 34)
- Selling Your Advisory Practice: What Every Owner Needs to Know (Ep. 33)
- What to Expect from M&A in 2026 (Ep. 32)
- The Exchange: What Advisory Firm Owners Get Wrong About M&A (Ep. 31)
- The SEC’s Marketing Rule in Advisor M&A: Endorsements and Client Transitions (Ep. 30)
- The Exchange: Your Employment Agreement Won’t Protect You Like You Think (Ep. 29)
- The Exchange: Entity Structure and Why It's The Backbone of Your Advisory Firm (Ep. 28)