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Navigating domineering owners and outside planning forces

Why We Plan

English - November 07, 2019 15:37 - 17 minutes - 40 MB - ★★★★★ - 10 ratings
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When advisors plan for a business owner’s future success, domineering owners and outside forces can derail even the tightest plans. How can advisors anticipate these issues and put their clients on a path toward a successful future? In this episode of Why We Plan, Founder John Brown and President Elizabeth Mower share a story about how outside forces nearly derailed a successful plan. They provide solutions for situations where business owners are caught off guard by people they care about as they plan for future success.