KayDee Cole

KayDee Cole, founder of Clarity Wealth Development, shares her inspiring journey navigating an accelerated succession plan due to a cancer recurrence. She discusses the emotional and logistical challenges of transferring ownership to her COO through creative financing. KayDee emphasizes structured communication as critical to retaining clients during the transition. With a focus on transparency and empathy, she designed a four-step client transition process, ensuring a smooth handover while maintaining the trust of her clients and team.