Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

SRG Off Script

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by David Grau Jr.

5.0(8 reviews)

37 episodes

Updated Weekly

Accepts GuestsHas Sponsors

Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality62

Social0

YouTube93

Engagement71

Learn more

Podcast Overview

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.

Language

🇺🇲

Publishing Since

4/12/2023

View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

Perfect fit!

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Podcast Authority

Beta

GoodBased on show quality, social media presence, reviews, charts, and more

Quality62

Social0

YouTube93

Engagement71

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

7 minutes

Performing excellently!

good

Show Experience

27 episodes over 2.3 years

Recommendations available

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poor

Publishing Consistency

Every 31 days

Recommendations available

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Recent Episodes

July 22, 2026

To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)

In this interview, David Grau Jr. and Kristen Grau guide advisors through the complexities of private equity offers, revealing how to assess deal structures and ensure a beneficial outcome.

June 25, 2026

Advisor Compensation: How to Pay Your Team the Right Way (Ep. 34)

David Grau Jr. interviews Julia Sexton, CVA, Director of Team Solutions at SRG, exploring effective compensation models like BBP to align advisory teams with firm goals and future-proof profitability.

June 3, 2026

Selling Your Advisory Practice: What Every Owner Needs to Know (Ep. 33)

David Grau Jr., MBA interviews Kristen Grau CPA, CVA, CEPA, Parker Finot, and Ryan Grau CVA, CBA about maximizing advisory practice sale value by understanding seller advocacy and intermediary selection.

37 total episodes available with 10 transcripts

Recent guests on SRG Off Script

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Julia Sexton

Guest

Kristen Grau

Guest

Parker Finot

Guest

Ryan Grau

Guest

David Grau Jr

Guest

Christine Ayako Schleppegrell

Guest

Jeff Concepcion

Guest

Saša Mirković

Guest

See every guest on SRG Off Script

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is SRG Off Script?: 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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