Bob Gearhart Sr. and Bob Gearhart Jr. — known simply as “Senior” and“Junior” (or “The Bobs”) to their clients and friends — havefound the formula for a highly successful multi-generationalagency. Combining a depth of knowledge and an application oftechnology, they have built a next-generation agency that keeps itsimple.

They believe that as the industry has become more complex,clients really want simple explanations and clear pathways to theirgoals. They have taken another leap and put their fees at risk,which they feel puts them on the same side of the table as theclient. Learn how they do it in this episode of ShiftShapers.

Sponsor: CaptivatedHealth (www.captivatedhealth.com)

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