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When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan.
In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, speaker and best-selling author of “Every Family’s Business” and “Willing Wisdom”. Duncan and Tom outline an approach that will help financial professionals become indispensable to their affluent clients, especially business owners looking to preserve their wealth for future generations.
Duncan and Tom discuss:
- How to position yourself as a conduit for purposeful business succession
- How to align yourself with business owners to become indispensable within their team
- How you can capture additional assets outside of your process
- And more