Could estate planning be your unique selling proposition?
Submitted by Advocis Toronto Chapter on May 19th, 2017Dr. Tom Deans, author of Willing Wisdom: 7 Questions Successful Families Ask, thinks so, and says this opportunity for advisors is even bigger than retirement planning. Dr. Deans presented to our chapter on the topic of Intergenerational Wealth Transfer and is a featured interview in the May edition of Forum.
