In this episode of The betterHUMAN podcast, we’re joined by Peter Merrick. Peter is a sought-after speaker, consultant and author on business succession and business brokering, estate planning, and income and capital enhancement solutions. He brings pioneering insights and work experience in the areas of mentorship, financial succession and philanthropic planning. His public speaking appearances, consulting services and seminars are fully customized, and his unique research process is rich in practical content that can be put into practice immediately.
Since the early 1990s, Peter's career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in business succession planning, intergenerational wealth transfer, risk management, estate and trusts, philanthropy and demographic aging, cross-border financial planning, and executive benefits and pensions.
Peter is the author of three successful LexisNexis textbooks: ASK: Advisors Seeking Knowledge - A Comprehensive Guide to Succession and Estate Planning - The TASK: The Trusted Advisor's Survival Kit - and The Essential Individual Pension Plan Handbook. All are considered seminal resources on tax minimization, business succession, estate planning, philanthropy and executive benefits. Peter is also a professional financial writer, with over eight hundred published articles.
After being in the business advisory and financial service industries for more than a quarter of a century, Peter wrote his fourth book, this was his first business novel, The King of Main Street. Currently Peter is busy writing his fifth book.
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⚡ Connect with Peter Merrick
https://www.linkedin.com/in/peter-j-merrick-6a87735
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Learn More About Greg Witz and betterHUMAN:
Greg’s sole mission in life is to challenge all of us to be better. MAKING HUMANS BETTER HUMANS has been at the foundation of Witz Education for over 30 years. As an entrepreneur, thought leader, author, mentor, and father, Greg creatively blends psychology and communication skills with street smarts and a no-BS approach. From startups to the White House, bringing entrepreneurs and business leaders to the top of their game is Greg’s passion. His rich understanding of organizational and human development coupled with his own corporate experience allows Greg to effectively and energetically design and deliver tailor-made programs that have transformed thousands of Witz clients' careers and personal lives.
Learn more about what Witz Education can do for you at witzeducation.com