Ep 59: Having a Succession Plan with Logan Sadler

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