How to Make a Successful Agency Transition in the Family
Change Insurance · Risk Placement Services
December 8, 202120m 1s
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Show Notes
It all starts with communication and solidly set expectations.
From there it just becomes a matter of finalizing legal formalities.
It might sound overly simple, but it's certainly an area plenty of agencies get wrong.
The bigger question is, what should you do after the ink is dry and your first order of business is needed?
That's a question Jen Curran, Owner of Johnson Stevens Curran, answers detailing her experience taking over the family business.