Building Intentionally: The Key to Creating A Thriving Advisory Firm (Ep. 8)

As the founder of an advisory firm, it’s your moment to embrace the mantle of true leadership and propel your firm towards unprecedented success. While it may seem like a natural progression for a founder, the transition is often more challenging than it appears.

In this episode, David Grau Jr. dives into the shift from being a producer to a CEO in the industry. David underscores the indispensable role of exemplary leadership in thriving firms, emphasizing the need to metamorphose from an owner-operator to a CEO for a sustainable enterprise’s development.

David discusses: 

•  Essential attributes of triumphant business leaders such as intentional building, dismantling of silos, and fostering cohesive teams
• The significance of clear job descriptions and career paths in enticing the next generation of talent
• The art of enterprise-building: strategies for constructing a business that serves your vision and more.
• And more!

Connect with David:

• Succession Resource Group
• LinkedIn: David Grau Jr, MBA