SRG Off Script
Hosted by David Grau Jr · David Grau Jr.
5.0from 20 ratings
- 39
- Episodes
- 12
- Transcribed
- 20
- Ratings
- Monthly
- Cadence
- 2023
- First episode
- 195K
- YouTube views
About 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.
- Publisher
- David Grau Jr.
- Category
- business · business · business
- Language
- en
- Explicit
- No
- First episode
- 12 Apr 2023
- Latest episode
- 14 Oct 2026
Latest episodes
12 of 39 episodes have a transcript.
14 Oct 2026TRANSCRIPT
Contingency Planning for Financial Advisors: Who Takes Over If Something Happens to You? (Ep. 37)
2 Sept 2026TRANSCRIPT
Dealing with Acquisition Risk: How Buyers and Sellers Balance Price, Terms, and Uncertainty (Ep. 36)
22 Jul 2026TRANSCRIPT
To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)
Inside a recent episode
Contingency Planning for Financial Advisors: Who Takes Over If Something Happens to You? (Ep. 37)
Published 14 Oct 2026 · Transcript excerpt
[…] Or what I know at least some of us can weigh in today on in terms of experience of what we've seen happen when there isn't a plan in place is your home office or your broker dealer taking over and taking care of this for you. So that's our focus today. Let's first establish, of course, what we're talking about when we say contingency planning. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on SRG Off Script
Names identified in recent episode analyses. Showing up to five guests.
- Parker Finot
- Kristen Grau
- Ryan Grau
- Julia Sexton
- Christine Ayako Schleppegrell
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 194,782
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 12 ratings
- Spotify
- 5.0 / 5
- 8 ratings
Podcast Authority Score: 64 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 62
- Social presence
- 0
- YouTube
- 93
- Engagement
- 71
Contact SRG Off Script
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about SRG Off Script
Who hosts SRG Off Script?
David Grau Jr host the show. Published by David Grau Jr..
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does SRG Off Script take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
12 of 39 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of SRG Off Script?
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