Organic & Inorganic Growth | How to be Successful with Both (Ep. 26)

About this episode

David Grau Jr. interviews Jeff Concepcion to discuss strategies for achieving both organic and inorganic growth in advisory businesses.

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.

People in this episode

Host: David Grau Jr.

Guest: Jeff Concepcion

Topics covered

• organic growth
• inorganic growth
• advisory business
• M&A market
• sustainable growth
• business strategies

Keywords

• growth strategies
• advisory firms
• referrals
• M&A
• business scaling
• long-term success

Mentioned in this episode

Organizations: Stratos Wealth

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