Ideas for Your Next Client Event

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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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Ideas for Your Next Client Event

2024-11-01 • 1 min video

This short is an excerpt from episode 66 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Angela York and Elyse Stone from Event Advisors. "@Event-Advisors. WATCH the entire video clip on YouTube: https://youtu.be/ZihBvYafLqY

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