Joann Smith had risen to assistant brand manager at Bank One over seven years. Smith decided to follow in her father's footsteps and take over a State Farm Insurance agency in Lake Edna, Missouri. The agency had been run by Jeb Wright for 40 years. The (A) case provides data for assessing the business, developing a business plan, and setting goals for the business. The (B) case describes the people issues Smith faces.
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