Another episode, another incredible behind the scenes look at a succession plan in mid-execution. Any advisor looking to pass the day to day running of a business off to his or her family member or trusted partner would be remiss in not watching this show. The focus for this one is on the staff transition and their reactions to this significant change to the business. And those reactions are telling. They convey the emotional investment in the firm and its leadership and the personal nature of this type of change. The fact is, you cannot discount or diminish the importance of including the people that make the business run, in the process of executing a succession plan. Gabe seems to get that instinctively, and that is evident in what this episode brings across, which is that:

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