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Trust, Succession, and Finding Happiness After Selling a Business

Earn Your Leisure

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Navigating Trust and Succession in Wealth Management and Business

Exploring the significance of safeguarding wealth and entrusting capable professionals for financial management post gaining wealth, touching on the complexities of placing trust in unfamiliar areas like wealth management. The speaker outlines their team selection process based on personal trust and affability while emphasizing the vital role of trust in financial decisions, and reveals their future plans for succession involving their son's career path and accomplishments.

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