How to Attract Business Owners
Includes Q&A Session
Thursday, December 2nd at 12 pm ET
In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
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2021-11-22 • 20 second read

When: Thursday, December 2nd at 12PM ET/9 AM PT
Registration Link: www.ParetoSystems.com/Webinars

In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.

Tom Deans is an intergenerational wealth expert, a well-known speaker and best-selling author of Every Family’s Business and Willing Wisdom. When it comes to continuity, succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan.

During this session, learn how to:

  • Position yourself as a conduit for purposeful business succession
  • Align yourself with business owners 
  • Capture assets outside of your process

Click here for complimentary registration: ParetoSystems.com/webinars

This webinar will also include a live Q&A session with Duncan and Tom. You can ask a question now when you register and you will have the opportunity during the live broadcast.

Can’t make it? Don’t worry, register anyway and we will give you access to the recording.

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2021-11-25 • 20 second read

In this week’s episode of Always On with Duncan MacPherson, I spoke to Tom Deans, best-selling author of “Every Family’s Business” and “Willing Wisdom”.

Tom and I outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.

Tune in to learn:

How to position yourself as a conduit for purposeful business succession

How you can align yourself with business owners

How to capture assets outside of your process

Join me and my guest, Tom Deans, by clicking here

2021-11-24 • 2 minute video

To learn more about making good quality video that will have an impact, visit: ideadecanter.com

This video is an excerpt of my recent “Accelerate your Business Growth through Video” webinar. To watch the full recording, click here

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2021-11-23 • 20 second read

You’ve heard that facts tell and stories sell, but do you know how to tell a story that communicates your value to a client? In this interview with Chris Jeppesen, head of Practice Management for First Trust, we discuss how addressing need and using an applicable story can help an advisor stress how much they’re worth rather than how much they cost. Click here to read more on LinkedIn

2021-11-22 • 9 minute video

"What you’re exceptionally good at is helping a financial professional capture an episode like that and turn it into an intellectual property that can be invested into other relationships. So it’s not just about them having the goods, but having the technical ability."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Chris Jeppesen discuss how you can be capture stories to invest in other relationships and the impact that can have.

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2021-11-19 • 20 second read

The difference is this: Always appeal to what someone wants and how you will get them there – they’ve helped a friend meet you because your process will address their needs – not because they wanted to “bring you more business.” Their ‘why’ aligns with your ‘how’, and that takes out any form of salesmanship and fuels everything with stewardship.

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2021-11-17 • 20 second read

Ep. 5: Outsourcing Your Wealth Management with Chris Garcia

What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?

In this episode, I have a conversation with Chris Garcia, CEO of the Azimont. We discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.

Join me and guest Chris Garcia by clicking here: https://bit.ly/AO_ep_5_garcia

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2021-11-16 • 20 second read

Have you considered your exit strategy and the enterprise value of your business? In this interview with Ted Jenkin, Co-CEO and founder of oXYGen Financial author and intergenerational wealth expert, we discuss how Advisory Practices have been undervalued, and how the world of private equity is changing the game in terms of their enterprise value. Click to read more on LinkedIn

2021-11-15 • 9 minute video

Have you considered your exit strategy and the enterprise value of your business? In this interview with Ted Jenkins, Co-CEO and founder of oXYGen Financial, author and intergenerational wealth expert, we discuss how Advisory Practices have been undervalued, and how the world of private equity is changing the game in terms of the enterprise value of their practices.

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2021-11-12 • 20 second read

For a professional whose solutions are not tangible, and the benefits of which can be delayed, it is essential to create a client experience that de-commoditizes your services – and a process that communicates those benefits clearly.

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