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Conversations That Close – LIVE with Marty Nanne
November 2 @ 1:00 pm - 1:30 pm
Over 34 years, Marty Nanne, Managing Director at NFP, has built his practice around succession and estate planning for closely held family businesses. Most of his clients plan to pass their business to the next generation, and Marty helps them get there with a plan the whole family understands.
In this conversation, Marty shares how he gets to know the patriarch and matriarch and what matters most to them. He explains why succession planning often becomes a matter of family governance and how he approaches wealth equalization when some children are in the business and others aren’t. On the business development side, Marty explains why he always starts with the business owner. He also shares how his team connects clients with one another, turning them into each other’s clients and friends while helping them grow their businesses.
Marty closes with why involvement in the profession matters for advisors at every stage of their career.
Ideal for advisors who work with business owners or want to grow their multi-generational planning practice.
To keep the length the same, I cut the charitable planning mention. Q6 still covers it, so it will come up live. If you’d rather keep charitable planning and trim something else, the family governance line is the next easiest to shorten.
Speakers:
Marty Nanne | Managing Director at NFP
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
