PODCAST

Lessons in Succession: Gen 2 Partner Buy-In Success

Susie McEuen, VP of Sales at Oak Street Funding, is joined by Christina Traurig and Mackenzie Parsons, both Principals and Financial Planners at Cornerstone Financial Planning. In this episode, they share their blueprint for a successful transition in succession planning, emphasizing the importance of being prepared as a G2 successor and involving all partners in the process.