How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Get Your Succession Plan in Place!
2021-12-13 • 4 min video

"If you have no succession plan, your family will remember you, just not fondly..."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Tom Deans discuss the importance of having a succession plan in place and the impact it can have on your family.

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