Agency Nation Radio - Insurance Marketing, Sales And Technology
From One Generation to the Next: Navigating Agency Succession Planning
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:52:29
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Sinopsis
On this episode of Agency Nation Radio, Peter van Aartrijk, executive vice president at Aartrijk is joined by Lee Gaudette, president of Gaudette Insurance, and his son, Peter Gaudette, commercial insurance advisor at Gaudette Insurance, and Keith Mangini, Vice President and Commercial Team Leader at InsurBanc. They explore father-son work dynamics, succession planning in family agencies, and the aspirations that drive the next generation forward. The conversation also offers practical tips for family-owned agencies preparing to change ownership. “Succession isn’t just about passing down a business,” Mangini says. “It’s setting up that next generation for success. As a lender, I can help build that financial bridge, but the real success comes from the family being aligned on the vision and how they're going to move forward in the future.” Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—storie