124: Triad Member – The Right Way To Hand Off A Family Business With Ben Grosko Do Business. Do Life. — The Financial Advisor Podcast

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124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko

6d ago 56:38

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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 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 growth from $15M to $70M in annual new assets. That kind of transformation didn’t come from grinding harder—it came from smarter systems, a unified client experience, and a shift from a founder-led model to 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 (or family) fall apart.

2.) Scaling From $15M to $70M in Annual New Assets

Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. 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. Shifting from a founder-led firm to a true team-driven business. 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

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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.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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