We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
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Вміст надано Pareto Systems and Pareto Sytems. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Pareto Systems and Pareto Sytems або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Player FM - додаток Podcast
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Ensuring Your Clients' Family Investment Legacy - Blues Square Series
Manage episode 305487044 series 2167995
Вміст надано Pareto Systems and Pareto Sytems. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Pareto Systems and Pareto Sytems або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve. To learn more about continuity and succession, we recommend reading Intergenerational Wealth Expert Tom Deans' book: 'Every Family's Business' and checking out his website at: EveryFamiliesBusiness.com Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow!
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Manage episode 305487044 series 2167995
Вміст надано Pareto Systems and Pareto Sytems. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Pareto Systems and Pareto Sytems або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Focus on where the puck is going Join Duncan in this episode of the Blue Square Video Series as he discusses the importance of continuity, succession and family investment legacy planning with your clients to ensure they grow further into your process as their life unfolds and their needs evolve. To learn more about continuity and succession, we recommend reading Intergenerational Wealth Expert Tom Deans' book: 'Every Family's Business' and checking out his website at: EveryFamiliesBusiness.com Also, look out for an upcoming webinar Tom and Duncan are planning, details to follow!
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Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
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We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
