There may be something comforting about selling your practice to someone you know, someone already working with you, but what makes that a better option than selling to a third party?
In this episode, David Grau Jr. dives into the complexities of expanding your business and what to consider when looking at next gen talent. He offers some tips on mentoring, training and the importance of intentionality.
David discusses:
- What to consider when looking to sell or expand your practice
- How to create sustainable growth in the advisor space
- Navigating the complexities of expanding across your advisors, what to consider and how
- What it takes to create the most well rounded team based on your expectations
- And more!