In this episode, Joanne Ferguson chats with Brent Moody, with over 35 years of experience in the financial industry as a Director, Associate Portfolio Manager, and Senior Advisor with a full-service brokerage firm, Brent brings to us his start in the industry and his passionate about a healthy succession. This episode is paired with Chapter 20, 'Succession Planning' from Best Practices: A Handbook for Advisors and Their Teams." read by Sandra Margolese.

Chapter 20 Tools