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

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

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 In this episode of the Always On Podcast, Duncan MacPherson 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. Natasha breaks down why most heirs ultimately leave their parents’ advisor, how silence and avoidance around legacy planning erode … Continue reading The Financial Advisor’s Blind Spot with Natasha Kennedy (Ep. 88) →
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