How The DIRTT Project™ Works

How The DIRTT Project™ Works

How The DIRTT Project™ Works The industry surrounding succession planning is a confusing maze of professionals and firms trying to get your attention. If you are trying to find information regarding succession planning – that can be confusing too.  Most of the...
Assess Your Advisors

Assess Your Advisors

Assess Your Advisors Do your consultants have succession plans? In the December 2019 issue of Top Producer, Sara Schafer asks you to think about your key advisors and the invaluable institutional knowledge they have about your family’s succession planning...