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Organic & Inorganic Growth | How to be Successful with Both (Ep. 26)
Автор: Succession Resource Group
Загружено: 2025-10-03
Просмотров: 20
Описание: How do top advisors win at both organic and inorganic growth? In this episode of The Fine Print, SRG President David Grau Jr. sits down with Jeff Concepcion, Founder & CEO of Stratos Wealth, to unpack practical strategies for building a sustainable advisory business. From turning referrals into repeatable growth systems to competing in today’s crowded M&A market, Jeff shares actionable insights on what it takes to scale, reinvest, and position your firm for long-term success.
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