Episode 29 - How Succession Planning Helped Advisors Grow Their Business

from Modern Financial Advisor · host Truelytics

Brad Bergdahl and Brennen Bergdahl of Premier Wealth Management Group sit down with Mike Langford to share how the succession planning process transformed their business. Not only did it secure Brad's legacy but it also set in motion a future for Brennen and the other members of the team. This, in turn, has allowed them to focus on growth.

Episode metadata supplied by the publisher feed · Published Mar 3, 2020

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Episode 29 - How Succession Planning Helped Advisors Grow Their Business

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