In this roundtable talk, FP Transitions Founder, David Grau Sr., JD, and elite Client Consultant, Kem Taylor, CBEC®, explore internal succession and describe how both the succession process and business growth can benefit from multigenerational experiences and knowledge from all owners. Additionally, they explore other factors that benefit the succession planning process, including helping next generation advisors understand the benefits and responsibilities of ownership, and exploring "where you are" and "where you're going" before jumping into the process.
Disclaimer: The views and opinions expressed in the video are those of the subjects herein.
