Andrew Shantz

Scott Snider chats with Andrew Shantz, a financial advisor at UBS specializing in wealth management and exit planning for business owners. They dive into the importance of fostering trust and engaging the next generation of leaders. Shantz shares insights on balancing innovation with tradition, the significance of mentorship in developing talent, and effective recruitment strategies. They also discuss transformative business strategies that maximize value and essential support for successful transitions, highlighting the benefits of community and peer sharing among owners.