Strategic Succession Planning & Profit Growth with Brain Trust Ag

3564.188 - 3589.385 Corey

Just like the peer groups that you're putting together, you now have somebody that you can trust to go about providing you advice, whether you take it or not, giving you that perspective. But I want to know something that you said during that comment section is transferring management before transitioning wealth. How have your clients successfully left a management role as the older generation?