Business owners today are in some of the most turbulent times in history. Financial strategies and tax planning is important, but if you’re not helping them evolve their organizational structure, company culture, and leadership skills, you’re missing a huge opportunity to not only deliver more value, but you’re also leaving a lot of money on the table.
In this video, Anton Anderson, Jena Wilson, and Jeff Deckman discuss these shifts in great detail, exploring not only what is going on, but what you as an advisor can do about it.