leafplanner CEO, Josh Kanter, Joins Diana Clark on the Beyond the Balance Sheet Podcast
leafplanner CEO, Josh Kanter, joins Diana Clark on today's episode of the Beyond the Balance Sheet Podcast to discuss the importance of having a tool to collect, organize and map a family enterprise’s information in a single source. Wealthy families unprepared for the grantor’s passing can be left in a problematic situation. The old 3-ring binder with information regarding banking and insurance policies doesn’t meet the needs of today’s affluent families. Listen below to learn about how leafplanner can help.
