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
 

AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp - Always On with Duncan MacPherson Podcast, Ep. 69

In this episode, Duncan MacPherson is joined by Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust. Together, they dive deep into how artificial intelligence is reshaping the financial services industry. From optimizing client communication to enhancing business efficiency, they unpack the immense potential AI offers to financial professionals. This forward-thinking discussion explores practical steps advisors can take to integrate AI tools into their practices and position themselves as leaders in a rapidly evolving landscape.

Key Takeaways:

• How AI can streamline operations and improve client engagement.
• Practical ways to integrate AI tools into your financial services business.
• Real-world examples of how advisors are leveraging AI to enhance profitability and scalability.
• A discussion on the challenges and ethical considerations of adopting AI in financial services.
• Insight into upcoming trends shaping the future of AI in the financial sector.

Whether you're curious about AI's role in wealth management, looking to future-proof your practice, or aiming to deliver an elevated client experience, this episode delivers actionable insights tailored for financial advisors.

Stream the full podcast for these, and more, valuable insights at one of the following links:

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

This short is an excerpt from episode 68 of the "Always On with Duncan MacPherson' financial advisor podcast "Aligning for Success: Choosing the Right Environment for Your Advisory Practice" with Mindy Diamond founder and CEO of Diamond Consultants - Financial Advisor Recruiters and Consultants.  

Stream the full podcast for valuable insights at one of the following links:

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

True success as an advisor goes beyond a job title or a firm's brand name.

It's about operating in an environment that fully aligns with both your personal aspirations and your clients' evolving needs.

As Mindy Diamond points out in this episode, knowing what's possible outside your current "four walls" gives you the perspective to evaluate if your current environment is still the best fit.

This alignment empowers you to be proactive, staying ahead of the curve to meet your clients' expectations.

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode "Aligning for Success: Choosing the Right Environment for Your Advisory Practice" with Mindy Diamond founder and CEO of Diamond Consultants: paretosys.co/ao_bb
 

Scale, Simplify, and Elevate Your Value

Are you leveraging AI to its fullest potential in your practice? Artificial intelligence isn't just a tool"it's a game-changer. It can enhance your referability, simplify your value proposition, and elevate the client experience, all while enabling you to scale your business with precision. But here's the real question: Are you expending effort or investing it? Discover how to work on your business, not just in it, and why embracing AI is non-negotiable for forward-thinking professionals. Don't get left behind"find out how AI can redefine your endgame.

This is from a clip of my recent "Grow and Optimize Your Business with AI" webinar. Watch the entire webinar replay on YouTube by clicking here: https://youtu.be/6e2BHrbR7k8

Change in any form has its costs, and in our industry, those costs can be significant.

Mindy uses the phrase "better enough" to guide advisors through this decision.

Moving isn't just about solving current frustrations but about making a shift that's genuinely worth the disruption.

Advisors should weigh the long-term benefits of change against the impact it might have on clients, the team, and overall practice continuity. 

Want to dive deeper into these insights? Check out my latest "Always On" podcast episode "Aligning for Success: Choosing the Right Environment for Your Advisory Practice" with Mindy Diamond founder and CEO of Diamond Consultants: paretosys.co/ao_bb