Are you making decisions today that align with your long-term vision?
Short-term wins are great, but building something that lasts requires clarity and patience.
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.
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In this clip, Rob Brown and I discuss the rapid evolution of technology in the financial industry, particularly AI and video. Rob shares how AI can help advisors streamline their processes and create more engaging, personalized content for clients. We also explore the power of video messaging to strengthen relationships and foster referrals. Whether it's sending a 15-second birthday video or creating a weekly video series, these small touches can make a big difference. Rob and I touch on real-life examples of advisors using video to enhance the client experience, showing how high tech and high touch can work together.
Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose:
Apple Podcasts: paretosys.co/ao_ap
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A smooth and memorable client experience isn't just good service, it's a strategic advantage.
Think about how your processes, touchpoints, and engagements can create a lasting impression.
Elevate their experience, and you'll elevate your business.
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
In this clip, Duncan MacPherson discusses with Rob Brown the critical decision many financial professionals face"whether to focus on growing a B2C business serving retail clients or scaling up to B2B by bringing in other advisors and acquiring firms. Rob shares his perspective on both paths, highlighting how each can lead to success depending on an advisor's goals and appetite for growth. They also touch on the importance of managing the "hassle factor" and ensuring the business continues to serve one's life as it scales. Whether the goal is to maintain a lifestyle business or build enterprise value, this conversation offers insights into making the right choice for one's unique situation.
Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.
Apple Podcasts: paretosys.co/ao_ap
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Clients are drawn to those who lead with sincerity and intentionality.
How are you building trust and authenticity in your daily interactions?
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.
Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
Teaching isn't just about sharing knowledge; it's about deepening your own understanding.
It creates clarity, accountability, and mastery.
So, what can you teach today that will help someone else " and in turn, help you?
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where they discuss the power of purpose, client experience, and creating a referable business.
Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
On Tuesday, October 29th at 12 Noon ET join Duncan MacPherson for a fast-paced webinar designed to show you how to integrate AI into your business while leveraging Pareto Systems' proven best practices. Discover how AI can help you to elevate your client experience and streamline your processes for long-term success.
In this session, you'll discover:
Unlock the full potential of AI by applying strategies that are focused on building lasting client relationships and elevating your business beyond the competition. Don't miss this opportunity to learn how to blend technology with the human touch to optimize and grow your business.
Click here to register: paretosys.co/webinar-ai
In this clip, Duncan MacPherson delves into the significance of language in building relationships with strategic partners. He argues that advisors often use terms like "COIs" (centers of influence), but believes it's more than just semantics. These relationships should focus on adding value to clients, not merely acquiring referrals. Duncan explains why he prefers to call them "strategic partners" within a value-added support team and how this shift in mindset can enhance the client experience. Along with Rob, he also discusses the importance of adhering to one's process and resisting the temptation to deviate from the strategies that have made a business successful.
Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
This short video is from a clip of my recent "Every Business is Built to be Sold" webinar featuring Ted Jenkin.
Watch the entire clip on YouTube: youtu.be/9nYMhtBHm6M
Purpose-Driven Practice: Elevating Client Experiences with Rob Brown - Always On with Duncan MacPherson Podcast, Ep. 65
Building meaningful client relationships is essential for long-term success in financial services.
How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value?
This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.
They explore the significance of purpose in building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob's book, "The Truest Fan" and its forthcoming sequel, "The Truest Fan Blueprint."
They discuss:
Stream the newest episode of the "Always On" podcast by clicking one of the links below
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
