On today’s episode, the lead investment advisor at Ruggeri Financial, Logan Sadler, joins us to discuss his story and how a succession plan helped him transition into his current role after the passing of Ruggeri’s founder. As a second-generation financial advisor, Logan joined the industry shortly after finishing school and was brought on as the future succession plan for Ruggeri Financial that lead to a reliable transition for clients. They focused on communication, meaning everyone met and knew Logan through the years, giving them the peace of mind, they needed. We’ll discuss the components of an effective succession plan, multi-generational planning, new marketing funnels, and more with Logan.     Key Points:  2:39 – Logan’s background story 4:50 – Quick learning moments 6:46 – Ability to think on your toes 8:00 – Succession after Ruggeri’s passing 11:02 – Communication and meeting clients 13:23 – Working with small businesses 15:30 – Peace of mind planning 17:38 – Multi-generational planning 19:09 – Documenting your succession plan 22:13 – Doing what you said you would do 24:43 – Surge and Max team 25:36 – New marketing funnels 27:44 – Multi-channel marketing 33:21 – Advice to those starting a succession plan

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