Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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2024-12-23 • 1 min video

This short is an excerpt of a clip from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. 

WATCH the entire video clip on YouTube by clicking here: https://youtu.be/Nrcw7kw_rPk 

 

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