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Allworth Financial's Advisor2Advisor Podcast

Allworth Financial's Advisor2Advisor Podcast

Business

Advisor2Advisor Podcast - Episode 10 David Grau, Sr.

Advisor2Advisor Podcast - Episode 10 David Grau, Sr.

2018-09-01
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On this episode of the Advisor2Advisor podcast, Scott and Pat welcome well-known author David Grau, President and Founder of FP Transitions: a 20-year old financial services acquisitions management company. Named to InvestmentNews’ 2017 list of Icons and Innovators, Mr. Grau discusses common monetary concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan.

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Advisor2Advisor Podcast - Episode 6: PR and Media
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Advisor2Advisor Podcast - Episode 5: The Little Things That Matter
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Advisor2Advisor Podcast - Episode 4: Chip Roame, Tiburon Strategic Advisors
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Advisor2Advisor Podcast – Episode 3: Customer Service
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Advisor2Advisor Podcast - Episode 2: Marketing
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Advisor2Advisor Podcast - Episode 1: About Us & The Podcast
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