95 min listen
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau
ratings:
Length:
85 minutes
Released:
Feb 21, 2017
Format:
Podcast episode
Description
David Grau Sr. talks about how he helped start a business at the wholly unique intersection of financial services, technology, and consulting that is FP Transitions’ bread and butter. We also discuss the four sectors that David and his team break the industry into - books, practices, businesses, and firms - and the critical differences between them. David also shares his potentially controversial (or at least counterintuitive) perspective on compensation, which by now is an industry standard. (We’d love to hear your thoughts on this!) Get the full show notes and transcript for this episode at: https://www.kitces.com/8
Released:
Feb 21, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney: Tim Delaney talks about how he made the transition away from 23 years of tax accounting to full-time planning. by Financial Advisor Success