Making the American Dream a Reality: A Conversation with Sathya Chey Patterson - Always On with Duncan MacPherson Podcast, Ep. 70
In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to achievement, demonstrating the power of resilience and vision.
This conversation is divided into three compelling parts:
1. Honoring the Past - Sathya's remarkable personal story, including her family's survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose.
2. Thriving in the Present - Insights into the strategies and tools she uses to differentiate herself as a financial advisor, from leveraging cutting-edge technology to building authentic client relationships.
3. Designing the Future - Sathya's vision for scaling her impact by empowering advisors and clients alike with a structured, values-driven approach to achieving financial independence.
Whether you're a financial professional, a leader, or simply seeking inspiration, this episode delivers invaluable lessons on purpose, perseverance, and professionalism.
Stream the newest episode on your favorite podcast channel:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
Includes Q&A - with Duncan
Watch On Demand
Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?