Story · 8:18
// THE QUOTE
“when we had covid came well first of all we digitalized our practice”
— Peter Freeman · Freeman Group Private Wealth Management
Concrete preparedness story: went paperless a year before COVID, walked out with laptops while competitors hunted moving companies for filing cabinets. Lands on a clear lesson about digital readiness.
Full episode at 8:18The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
Digitize records before you're forced to; the paperless practice survived COVID while paper-based ones scrambled.
“we were the only practice in Atlanta canida to have done that when Co came”
THE CHAPTER IT LIVES IN
The boomer wealth transfer and economic stakes
8:01
Clips like this, every two weeks.
SOURCE: 8:18 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners