Download Duncan Kelm's "Wealth Management Fee Schedule," "One-Page Financial Plan," and "Character Insurance" below, and check out "#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners" for more tools, tips, and strategies on offering integrated tax planning and wealth management services to small business owner clientele, generate leads for prospective wealth management clients, or helping clients define who they are and documenting their ethos for future generations when they are no longer around.
