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.
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Resources Related to this Episode:
- Truelytics 2019 SaaS Benchmarks - This article, written by Jeremi Karnell, President & Co-Founder of Truelytics and published on LinkedIn offers the Truelytics community a fantastic look into how we are using benchmarks of our peer group to measure our own success just as we encourage individual financial advisors and owners of wealth management firms to do for theirs.
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