How to Attract Business Owners
Includes Q&A Session
Thursday, December 2nd at 12 pm ET
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.
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How to Attract Business Owners
Thursday, December 2nd 2021 12:00 PM EST
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How to Attract Business Owners

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.


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