What if You Left Them Nothing?
2022-08-15 • 20 second read
In this excerpt from episode 25 of the ‘Always On with Duncan MacPherson’ podcast my guest Richard Watts discusses the complexities of intergenerational wealth.
From Advisor to CEO
Includes Q&A - with Duncan
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
