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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

PublishesMonthlyEpisodes36Founded3 years ago
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ManagementBusinessEntrepreneurship

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Latest Episodes

Private equity is no longer just for billion-dollar firms. PE-backed aggregators are moving downstream, and advisors with $150M to $500M in AUM are getting unsolicited offers. But are these deals as good as the headlines suggest?

In this episode of ... more

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Most advisory firm owners know they need to pay their people well. What's harder to figure out is whether they're paying them the right way; and in a market where the go-to compensation benchmarks have largely disappeared, even knowing how much to pa... more

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When you decide to sell your advisory business, you will be approached from every direction — aggregators, PE firms, broker dealers, and peers all ready to make an offer. The question isn't whether demand exists. It's whether you have the right team ... more

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RIA valuations are at record highs, private equity is reshaping deal structures, and internal succession is evolving faster than ever. In this episode of The Fine Print, David Grau Jr. breaks down the real M&A data from 2025 and maps out what financi... more

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Reviews

5.0 out of 5 stars from 20 ratings
  • Great for independent advisors.

    Information presented is valuable, nuanced and relevant to my industry.

    Apple Podcasts
    5
    gmickle6427
    United States5 months ago
  • 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 Podcasts
    5
    pmfreviews
    United States7 months ago
  • Real-world Insights

    Love the insights and practicality of solutions

    Apple Podcasts
    5
    Kristen Grau
    United States7 months 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 Podcasts
    5
    Jerome. M
    United States3 years ago

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Which podcasts are similar to The Fine Print?

These podcasts share a similar audience with The Fine Print:

1. The Buyer's Boardroom
2. The Diamond Podcast for Financial Advisors
3. Advisor Talk with Frank LaRosa
4. The Perfect RIA
5. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of The Fine Print are there?

The Fine Print launched 3 years ago and published 36 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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