JJRR 135 What is the estate planning access gap and how to close it - with Dan Beech

#archively #estateplanning #jimjimsreinventionrevolution Dan Beech is a seasoned executive, investor and operator who started his career studying finance in college at age 16. Listen to JJRR 135 as Dan shares how losing his $30M annual revenue real estate business in the 2008 financial crisis led him to working with Ultra High Net Worth clients and identifying what he calls the estate planning…