In this week’s episode of Always On with Duncan MacPherson, I spoke to Tom Deans, best-selling author of “Every Family’s Business” and “Willing Wisdom”.

Tom and I outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.

Tune in to learn:

How to position yourself as a conduit for purposeful business succession

How you can align yourself with business owners

How to capture assets outside of your process

Join me and my guest, Tom Deans, by clicking here