The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

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The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88)

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Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance. Join Duncan MacPherson as he speaks with Natasha Kennedy, Pareto-certified coach and family legacy specialist, for a timely conversation on the greatest risk facing financial advisors during the great wealth transfer. … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →

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