leafplanner CEO, Josh Kanter, Joins Diana Clark on the Beyond the Balance Sheet Podcast
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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.