EPISODE · Apr 15, 2026 · 36 MIN
020: Navigating Succession and Growth in a Financial Advisory Firm
from The Modcast
In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee's Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-based work to a fee-only, fiduciary approach, while his son Matt reveals the secrets to balancing family and business. Learn actionable lessons on leadership transition, professional development, and cultural cohesion. Subscribe on YouTube! https://www.youtube.com/@ModernModcast https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Connect with Us: Modcast.show
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020: Navigating Succession and Growth in a Financial Advisory Firm
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