Connecting with the Next Generation

If you’re an advisor trying to connect with the next generation of your clients, the latest “Always On Podcast” is for you!

In this episode, Jeff Savlov and  Duncan MacPherson talk about strategies to engage families without getting technical and mentioning numbers.

Tune in now to learn more about the intersection of wealth management and family dynamics!

Listen now, or save this episode for later, by clicking here: paretosys.co/AODM_ep46