Want to create an interactive transcript for this episode?
Podcast: Retirement Inside Out with Tom Lamendola
Episode: Ep 59: Having a Succession Plan with Logan Sadler
Description: 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...