What's Your True North

This short is an excerpt of a clip from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. 

WATCH the entire video clip on YouTube by clicking here: https://youtu.be/Nrcw7kw_rPk

Making the American Dream a Reality: A Conversation with Sathya Chey Patterson - Always On with Duncan MacPherson Podcast, Ep. 70

In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to achievement, demonstrating the power of resilience and vision.

This conversation is divided into three compelling parts:

1. Honoring the Past - Sathya's remarkable personal story, including her family's survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose.
2. Thriving in the Present - Insights into the strategies and tools she uses to differentiate herself as a financial advisor, from leveraging cutting-edge technology to building authentic client relationships.
3. Designing the Future - Sathya's vision for scaling her impact by empowering advisors and clients alike with a structured, values-driven approach to achieving financial independence.

Whether you're a financial professional, a leader, or simply seeking inspiration, this episode delivers invaluable lessons on purpose, perseverance, and professionalism.

Stream the newest episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao_ap 
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Find Your Channel: paretosys.co/ao_bb 

 

The Mastermind Advantage

Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?

Let's face it: buying a practice or tucking in advisors isn't as simple as writing a check and calling it a day. There are ten buyers for every one seller in the market right now, which means if you're not prepared, you'll be left behind.

Here are some questions to ask yourself before jumping in:

• Accelerate Your M&A Success
  (It's not just about numbers; it's about culture, values, and long-term fit.)
• What's the process for bringing in a smaller advisor?
  (Tuck-ins can grow your business fast, but integration is key.)
• How do you stand out in a competitive market?
  (With so many buyers out there, why should a seller choose you?)

Want to be the go-to buyer in your region? It starts with a plan and a strategy tailored to your growth goals. That is exactly what we will start to build out in this session. Further, Scott and Duncan will be announcing the launch of an upcoming Mastermind group of successful advisors looking to grow through M&A. Scott coaches multiple high performing $10M+ teams, including teams that have succeeded and failed in this arena.

Join thought leader Duncan MacPherson and Scott as they discuss how a Mastermind group can supercharge your M&A success and why you should join one today! Take advantage of peer sharing, peer accountability and collective genius.

Ready to dive in? Join our exclusive webinar on December 19th with Scott Hamilton and Duncan MacPherson, where you'll learn how to accelerate your next big move. Do not miss out.

Reserve your spot today and take the first step toward smart growth through M&A!

Date: Thursday, December 19, 2024

Time: 1:30 PM ET / 10:30 AM PT

Host: Duncan MacPherson and Scott Hamilton

Click here to Register

Want to grow your business through referrals and introductions? Focus on creating content that speaks to your audience's pain points.

> AI tools like ChatGPT and Jasper can help you draft blogs, white papers, and videos that position you as an authority.
> Subtle nudge: Encourage clients to share content that resonates with them.

Educated clients become loyal advocates.

> Want to dive deeper into these insights? Check out my latest "Always On" podcast episode " AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb

A great client experience isn't an accident"it's the result of a repeatable process.

Start by inventorying your tasks and deliverables. Standardize them. Then, professionalize your approach so every client receives the same high-caliber service.

Processes liberate creativity and enable you to focus on delivering value.

Want to dive deeper into these insights? Check out Duncan's latest "Always On" podcast episode "AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust at one of the links below:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb 
 

Transforming Client Acquisition with AI 

Client acquisition starts with preparation"and AI tools are taking predisposition to the next level. Learn how financial professionals use AI to gather insights, align value with prospects, and turn initial meetings into meaningful, productive conversations. Discover how shifting from being "interesting" to "interested" can redefine your approach to client relationships.

This clip is an excerpt from episode 69 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust.  Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb

 

As your business grows, it's easy to let quality slip. But the top advisors take the opposite approach"they use growth as a reason to refine and enhance the client experience.

Tools like Jump AI allow advisors to free up time and focus on personalized, meaningful interactions. Use every opportunity to remind clients why they trust you.

Want to dive deeper into these insights? Check out the latest "Always On" podcast episode " AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb
 

Even if selling isn't your endgame, structuring your business like it's for sale forces you to build something scalable, process-driven, and sustainable.

Why does this matter?

• You gain clarity in roles and responsibilities.
• Processes reduce reliance on any one person.
• The client experience becomes repeatable and exceptional.

A scalable business doesn't just grow"it thrives.

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode " AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel:  paretosys.co/ao_bb
 

Rejuvenating relationships is essential for financial advisors, and AI is revolutionizing the process. Discover how innovative tools can analyze personality profiles in real time, streamline creative brainstorming, and help craft intimate, impactful client events. Learn how AI saves time and energy, allowing you to focus on building stronger, more consistent connections.

This clip is an excerpt from episode 69 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust.

Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel:  paretosys.co/ao_bb

The future of financial services lies in leveraging AI to streamline workflows, improve client experience, and free up time for what matters most: building meaningful relationships.

Tools like Otter, Jump AI, and Firefly are already transforming strategy meetings by reducing 90% of admin tasks. Imagine using that extra time to deepen client connections or enhance your business strategy.

Don't wait for the industry to catch up - lead the way.

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode "AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, on your favorite podcast provider:

Apple Podcasts: https://paretosys.co/ao_ap 
Spotify: https://paretosys.co/ao_sp 
Find Your Channel: https://paretosys.co/ao_bb