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Financial Institutions Blog

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Preparing for transition

Family-Owned Banks Should Bring Employees Into Succession Plans

  • 7/21/2017

When creating a succession plan for your bank, you’ll want to make sure you bring your employees into the conversation. But first, you’ll need to develop a strategic vision that everyone fully agrees with and understands.

In this three-minute video, Joshua Juergensen, principal, discusses the importance of outlining a career path for all employees in your institution, regardless of where they are in their career.

“One of the things you can do to really show your employees their value is allow them to see where the vision of the bank is going,” says Josh.

When everyone is on the same page, your institution will be better equipped to serve clients.