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124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko
Episode 124
In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.
Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.
Since joining the firm in 2015, Ben has helped drive serious growth. That kind of transformation didn’t come from grinding harder—it came from smarter systems, a unified client experience, and a true team-first approach.
In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.
3 of the biggest insights from Ben Grosko …
1.) Succession Planning: How to Pass the Baton Without Dropping It
Succession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business fall apart.
2.) Scaling The Business
Since joining the firm in 2015, Ben has helped drive serious growth. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.
3.) From I to We: Empowering The Entire Team
The biggest unlock? Moving from an “I” to a “We” mindset. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.
SHOW NOTES
https://bradleyjohnson.com/124
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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
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Published on 2 months ago