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How Succession Planning Helped Advisors Grow Their Business

Mike Langford
Mar 3, 2020

When many advisors think of succession planning the first thing that comes to mind is the end of one person's career and the continuation of the business by another advisor. However, for some advisors, like father-and-son team Brad and Brennen Bergdahl of Premier Wealth Management Group, the succession planning process was the key to unlocking a new era of growth for the firm.

In this episode of the Modern Financial Advisor podcast, Brad and Brennen join me to share their succession planning process and reveal some of the things they learned about their business, each other, and themselves along the way. The end result is a wealth management firm that is growing and ready to serve clients for generations to come.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

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Video Overview

MFA Video Update - Episode 29

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