Navigating Succession and Growth in a Financial Advisory Firm
The Modcast | Episode 020
In this episode, Gary and Gordo are joined by Bud and Matt Kasper from our Modern Wealth Management office in Lee’s Summit Missouri. Discover how a father-son duo transformed their family business by blending legacy with innovation. Veteran financial advisor Bud shares his journey from commission-based work to a fee-only, fiduciary approach, while his son Matt reveals the secrets to balancing family and business. Learn actionable lessons on leadership transition, professional development, and cultural cohesion.