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:
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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.
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Bob Saget's Here For You
BOB SAGET’S HERE FOR YOU is a podcast that is like no other— For one, this podcast has guests who are friends of Bob’s, or just really interesting people who many of you know and love. Secondly, this podcast is unique because it goes inside Bob Saget’s mind, and then quickly filters out through his mouth. Bob has a way of calming people he has conversations with as well as being entertaining and often informative. Bob talks with his guests with genuine empathy and humor, while reaching his unusually diverse audience that he talks to as a friend, Bob is the dad with great advice, the irreverent funny guy who’s always there when you need a laugh, and the free-associative Bob who goes off on crazy tangents then returns to the subject at hand, as serious or as comedic as it may be, to wrap up each episode in a way only Bob can do. Because he really does believe, “He’s here for you."
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.