#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.
Nerd's Eye View
FEBRUARY 11, 2025
Welcome to the 424th episode of the Financial Advisor Success Podcast ! David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome everyone! Read More.
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