Always On with Duncan MacPherson
Always On with Duncan MacPherson
Podcast Description
For innovative, ambitious, and balanced business professionals.
Podcast Insights
Content Themes
The podcast focuses on themes such as financial advisory practices, client relationship management, technology integration including AI, strategic planning, and personal development, with episodes covering topics ranging from maximizing enterprise value and effective delegation to legacy planning and the role of empathy in financial advice.
For innovative, ambitious, and balanced business professionals.
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 trust, and why preparing heirs has become a critical differentiator in today’s advisory landscape.
Together, they unpack how advisors can embed continuity, succession, and family investment legacy into their value proposition in a way that deepens relationships, strengthens referability, and positions them as indispensable stewards of multi-generational wealth.
Key takeaways:
- Why nearly 90% of heirs don’t stay with their parents’ advisor
- How legacy and succession conversations increase advisor retention and fee worthiness
- Practical ways to engage heirs without creating entitlement
- How continuity planning protects relationships through generational transitions
Tune into now to unlock the secrets to keeping clients for generations by addressing the blind spot most advisors overlook.
Promotions:
- Pareto Systems: Turnkey Advisor Membership
Connect With Duncan MacPherson:
- Website: ParetoSystems.com
- Toll Free: 1.866.593.8020
- Learn More: Schedule a Call
- LinkedIn: Duncan MacPherson
Connect With Natasha Kennedy:
- LinkedIn: Natasha Kennedy
- Presentation: The Legacy Plan
- Speaker Introduction: Natasha Kennedy
About Our Guest:
Natasha Kennedy, who brings more than a decade of financial services experience, beginning her career on Wall Street and then working with First Trust Advisors, and now focused on psychology and counselling.
Today, Natasha is a consultant with Pareto Systems helping advisors to strengthen client relationships, and build purposeful businesses. With her background in both finance and psychology, Natasha is the ideal person to guide us through the human side of this great wealth transfer, specifically on adding Intergenerational Planning & Family Meetings into your process.
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