Does Your Client Need a Quarterback Or An Architect?

Exit Planning Exchange 2 years ago

Watch this discussion of the role of an exit planning advisor. While we started out talking about quarterbacks, we extended the analogy to architects and more.

This program includes a robust discussion among senior advisors in attendance.  The full video is available to your right. The slides with references are here.

Updated: September 4th, 2021

About The Author

Call Me When… ………