Executing

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. 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. What’s unique about David, though, is … Read more

A blueprint for successfully executing business-aligned IT strategies – Go Health Pro

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A blueprint for successfully executing business-aligned IT strategies – Go Health Pro

CIOs must take an active role in educating their C-suite counterparts about the strategic applications of technologies like, for example, artificial intelligence, augmented reality, blockchain, and cloud computing. By bridging the gap between technical complexity and business relevance, CIOs can ensure that technology initiatives align with core business objectives, focusing on real-world applications rather than … Read more

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