Episode 3: Wealth Management & Work-Life Balance with Sean Duncan

Welcome to The Entrepreneur Life Podcast. Your go-to podcast for all things entrepreneurship, accounting, and lifestyle with your host, Katey Maddux, founder, speaker, author, serial entrepreneur, and avid traveler.

In this episode, we sit down with wealth management advisor, Sean Duncan, to delve into the world of financial advisory and wealth management.  Providing strategies for navigating your financial future, Sean relays expert guidance and personalized solutions and reveals how he turned personal struggles into professional triumphs, providing inspiration and motivation along the way.  Join us as we share keys to financial success and stability, work-life balance, and everything in between. 

Get to know Sean: As the “The Chief Proactive Advisor” Sean helps fellow professionals transition from a reactive to proactive approach.  His methodology accelerates the building of more lucrative and fulfilling advisory practices. His 6-step transformative framework was developed over his 25 years in the profession. The outcome of the program is to increase the value, profitability, and joy of public accounting for as many practitioners as possible.

You can find Sean:

https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/

https://www.linkedin.com/company/chief-proactive-advisors-llc

https://www.facebook.com/SMDConsultingAndAccounting

https://www.facebook.com/ChiefProactiveAdvisors

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www.kateymaddux.com

Interested in working with us

New episodes every month! Have any comments? What topics would you like us to discuss?

Like what you heard? Subscribe to The Entrepreneur Life Podcast to be notified when the new episodes drop and to see more videos like this.

Like and Follow
https://www.instagram.com/theentlifepodcast/
https://www.facebook.com/theentlifepodcast
https://www.youtube.com/@theentlifepodcast
https://www.theentlifepodcast.com/

To learn more about Katey
https://www.instagram.com/kateymaddux/
https://www.facebook.com/Kateyspeaks/
www.kateymaddux.com

Interested in working with us
https://www.instagram.com/millennialaccounting/ https://www.facebook.com/Millennialaccountingservices/
Website: https://maquickbooks.com
Contact: info@maquickbooks.com