Episode 29 - How Succession Planning Helped Advisors Grow Their Business artwork
Modern Financial Advisor

Episode 29 - How Succession Planning Helped Advisors Grow Their Business

  • 40:10
  • March 3rd 2020

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.

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.