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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Duncan in Jacksonville
2020-02-13 • 20 second read

Duncan MacPherson in Jacksonville with Ryan Issakainen, Anthony Laudicina, Bryan Ulmer and Paul Peterson at First Trust getting ready to present on The Blue Square Method - the mindset and best practices of top fee-for-service professionals.

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