Advisors often get asked by clients, “What will happen to me when you’re not around?” If you don’t have an answer to it, it’s a sign to start your succession planning. In this episode, Duncan joins Levi McMellian, CPA, AIF®, CEO, executive director, and founding partner at CFO4Life to uncover the secret to building a … Continue reading How To Become an Advisor for Life with Levi McMellian (Ep. 11) →