Bob Green is the President of Advanced Legacy Planning, Inc. , with four decades of experience in advanced planning strategies for high-net-worth clients. He specializes in business continuity, succession planning, and wealth transfer for owners of closely held businesses. He holds certifications as an Accident and Health Agent and in Brokering Life Settlements.
He has cultivated a professional network over the last 30 years composed of highly skilled professionals in estate and tax planning to serve the needs of family business owners.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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