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

Resources:

Connect With Duncan MacPherson:

Connect With Tom Deans:

About Our Guest:

Tom Deans Ph.D.’s research and thought leadership on the subjects of wealth transfers, preparing heirs and family dynamics has made him an in-demand speaker and webinar presenter. Since the release of his first book in 2008, Tom has delivered more than 1000 paid speeches in 25 countries. He has also provided advanced training to advisors employed by the world’s largest financial institutions, law firms and accounting firms.

Dr. Deans is also the Founder of the Willing Wisdom Index a new digital client engagement tool for advisors to share with prospects and clients.