Creating a Referral Community

Bring Success To Your Succession
Includes Q&A - with Duncan

Tuesday, February 18^th 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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Creating a Referral Community

2024-09-13 • 1 min video

This short is an excerpt from episode 63 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sybil Verch, Wealth Advisor, TV show host, and Author. WATCH the entire video clip on YouTube by clicking here: https://youtu.be/wJ1JNv3F40I

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