Ep 008: Maximizing The Valuation Of A Financial Advisor's Book, Practice, Or Business, with David Grau
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
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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
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