33 - Balancing Tradition and Innovation: The Art of Family Business Leadership

Ed Delia

Published on: 28/07/2025

In this episode of Growing Up B2B, host Ed Delia speaks with Susan Michel, Founder and CEO, and Rob Michel, President and CIO, of Glen Eagle Advisors. They explore the dynamics of running a family-driven wealth management firm, emphasizing legacy, innovation, and succession planning. The conversation highlights the firm’s culture, transparency, and how Susan’s entrepreneurial journey, along with Rob’s fresh perspective, has shaped its growth and values across generations.