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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Ongoing Planning is as Important as Having a Plan
2021-11-29 • 4 min video

On a recent helicopter adventure, I was reminded of the distinction between having a defined plan and being constantly prepared with ongoing planning.

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