Preserving Generational Wealth
Feb 16, 2022•31 min
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Episode description
Brent chats with Frazer Rice about how to preserve generational wealth. They discuss strategies for communicating with clients about money, establishing a solid plan, and things advisors can do to maximize success. As a Regional Director for Pendleton Square Trust Company, Frazer focuses on building relationships in the Northeastern United States. Frazer is the author […]
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