Many agents get to a point in their career where they want to work less, travel more, and spend time with their family. How do you do that if you are the person running the company or handling your specific clients? If you have employees who can take over for you, there is your answer....
Whenever I talk about succession planning, the one question I always get asked is, “I don’t have anyone to take over my agency. What do I do?” The hardest part for me, when I thought about my succession plan, was finding the right person to take over. It took me years to find someone I...
Succession planning. For some people, it’s a distant goal, an “I’ll do it later” or “I’ll do it when I need to.” But think about this. What happens if you pass away suddenly, if you have a disability that forces you into early retirement, or if someone in your family gets sick and needs 24/7...
