From Inheritance to Impact

Redefining Legacy and Client Experience

Too many advisors focus on what clients leave behind, not how they can live their legacy today. That's a missed opportunity.

In this video, we discuss how I guide clients through meaningful decisions that keep family ties strong now, not just after they're gone. We also dive into the importance of transparency, innovation, and making complexity feel simple through tech-enabled advice.

If you want to be more than just a money manager, if you want to be a trusted steward, this conversation is for you.

This clip is an excerpt from episode 80 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Chris Garcia, Private Wealth Advisor and CEO of The Azimont Group.

Stream episode 80 "Levelling Up Your Business" on your favorite podcast channel, at one of the following links:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
Other platforms: paretosys.co/ao-bb