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

Nearly 90% of heirs leave their parents’ financial advisor. The real risk in the Great Wealth Transfer is not market volatility. It is irrelevance. Join Duncan MacPherson as he 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.