Episode 29 - How Succession Planning Helped Advisors Grow Their Business
Modern Financial Advisor · Truelytics
March 3, 202040m 10s
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Show Notes
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.