Blake Johnson has known most of his life that he would be working in the estate planning and business realm. Growing up around the office, he saw the results of proper planning through trusts, buy sell agreements, and succession planning, and the poor results from those who didn’t plan.
This week, Phil sits down with Blake to learn about the challenges he's faced taking over his father's firm, how to teach financial responsibility to kids, and the ways he is utilizing AI.
Connect with Blake:
Website: trustedepa.com
