The Fine Print
David Grau Jr.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 busine... more
| Publishes | Monthly | Episodes | 31 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementEntrepreneurshipBusiness | |||
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Latest Episodes
Regulatory scrutiny is evolving, and RIAs involved in acquisitions or succession transitions are starting to see a new area of exam focus: how the SEC’s Marketing Rule endorsement provision may apply to certain client transition communications.
In t... more
Employment agreements are often treated as a formality, until a key employee leaves, client relationships walk out the door, or a succession plan starts to unravel.
In this episode of The SRG Exchange, SRG’s consulting team and General Counsel break... more
Entity structure is not just paperwork. It shapes how your firm grows, shares ownership, and eventually transitions.
In this episode of The SRG Exchange, SRG’s consulting team and general counsel break down what advisors need to know about entities ... more
What does a real contingency plan actually look like, and why are so many advisors still unprotected when something goes wrong?
In this inaugural episode of The SRG Exchange, SRG’s consulting team sits down for a candid, unscripted conversation abou... more
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Reviews
- Best Advisor Podcast Out There!
David Grau and the SRG team share actionable insights that all financial advisors need!
Tune in to elevate your business value and business success.
Apple Podcasts5pmfreviews
United Statesa month ago - Real-world Insights
Love the insights and practicality of solutions
Apple Podcasts5Kristen GrauUnited Statesa month ago - Do yourself a favor and hit subscribe
This show is the cheat code for any one considering what’s NEXT in their career trajectory.
Apple Podcasts5Jerome. MUnited States2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #209 |  South Africa/Business/Management |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Fine Print
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How many episodes of The Fine Print are there?
The Fine Print launched 3 years ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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