The ON-Ramp to Growth - The Blue Square Method
Includes Q&A - with Duncan and Chris
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Join Duncan MacPherson and Chris Jeppesen as they dive deep into their new book 'The Blue Square Method.' Six years after 'The Advisor Playbook', financial professionals are six years further down their path with new needs and evolved ambitions.
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Always On with Duncan MacPherson - Episode 20
2022-05-26 • 20 second read

How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans

Do you know what’s keeping your clients up at night? For a lot of them, it’s the absence of an estate plan. In other words, what happens to their hard-earned wealth when they pass away?

In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” They explain how advisors can re-imagine estate planning for their clients to ensure a stress-free wealth transfer that minimizes future family conflicts.

Stream this episode by clicking here

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