10/20/2026
Ten years at an institutional investment firm with roughly $7 to 8 billion in assets.
Board and operating roles.
Now advising business owners and families on what comes next.
That is Brian Glenn, CFA, of Premier Path Wealth Partners, and on this episode of Growing Up B2B, he explains why the biggest risks in a family business are the ones owners are too close to see.
His data point that stayed with me: railroads carried about half of intercity freight in 1950. By 1970, about 15 percent. It looked like the safest investment in the world until it was not.
Blind spots are what you cannot see. Biases are why you tolerate what you can.
Listen to the full episode on Apple Podcasts: https://podcasts.apple.com/us/podcast/137-succession-planning-preparing-the-next-generation/id1800769225?i=1000792017870
Listen to the full episode on Spotify: https://open.spotify.com/episode/4oXVoEP35wXI5pib5vp32g?si=wKu4NjI3QKC9lZoWWABHsQ
Full Episode: Link in the comments
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