In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
Tom Deans is an intergenerational wealth expert, a well-known speaker and best-selling author of Every Family's Business and Willing Wisdom. When it comes to continuity, succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan.
During this session, learn how to:
- Position yourself as a conduit for purposeful business succession
- Align yourself with business owners
- Capture assets outside of your process
This webinar will also include a live Q&A session with Duncan and Tom. You can ask a question now when you register and you will have the opportunity during the live broadcast.