Financial advisors hold a unique position as the most consistent point of contact for families, making them the ideal "quarterback" for integrating strategic partners into a cohesive wealth management plan. By creating a Value-Added Support Team (VAST), advisors ...
This short is an excerpt of a clip from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. WATCH the entire ...
This short is an excerpt of a clip from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. WATCH the entire video clip on YouTube by clicking...
Wealth transfer often occurs when heirs are well into adulthood, by which time they may have already formed relationships with other advisors. Proactively engaging with the next generation early"through financial literacy education, mentoring, charitable...
Treating the next generation as prospective clients is an essential yet often overlooked strategy for financial advisors. Younger family members are increasingly seeking help to prepare for wealth transitions, often expressing frustration over a lack of ...
Many people struggle with finding true fulfillment in their financial goals. Even with a 99% probability of success, some still hesitate to spend on themselves, paralyzed by fear and a scarcity mindset.
Without ...
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.
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 ...
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...
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 ...
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 ...
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 ...
The alignment between your personal goals and your firm's directives is crucial, and it's worth assessing regularly. Over the years, I've seen countless advisors discover aspects of other firms that could add value"but that doesn't necessarily mean ...
Advisors often lack a clear definition of their ideal client, which makes marketing efforts broad and ineffective. Without a specific client avatar, they risk blending in with competitors and missing opportunities to connect with the ...
In this video, Duncan shares three key questions that advisors can ask their clients to better understand their needs and goals. He also emphasizes the importance of personalized, consistent communication and ...
Recent changes in how we connect have redefined client events. Should events be virtual, in-person, or a mix? The answer depends on your clients. Virtual events help engage clients beyond the local area, while in-person interactions create deeper connections. ...
This short is an excerpt from episode 66 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Angela York and Elyse Stone from Event Advisors.
Professionalizing a client event involves more than just the day itself"it's about the strategy, execution, and follow-up. The W5 framework helps guide this: Why, Who, What, Where, When, and How. Why are you hosting? Who is it ...
This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.
In uncertain times, it's easy to fall into apprehension. However, there's another way to see the world"one that chooses optimism and aims to uplift others. In this video, Duncan MacPherson discusses how small actions, like recognizing effort, can ...
This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown
In this clip, Rob Brown and Duncan discuss the importance of taking an intentional approach to niche marketing. Rob shares how one of his clients discovered a niche he was truly passionate about"Women Facing New Beginnings"by digging deep ...
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 ...
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 ...
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 ...
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
...Introducing the Tidy, Orderly, and Proprietary Framework (T.O.P.)
In this video, Duncan MacPherson and Ted Jenkin discuss the essential T.O.P. (Tidy, Orderly, Proprietary) framework for financial advisors looking to prepare their business for sale. From cleaning up your P&L to creating a ...
In this clip, Duncan MacPherson and Ted Jenkin dive into the "Sell and Stay" strategy, a proven approach to scaling your advisory practice while still maintaining a stake in the business. Learn how financial advisors can free up time, simplify ...
In this clip from Always ON, Duncan MacPherson and Cathi Durrell explore the profound concept of "saying it now," inspired by Walter Green's movement. Why wait until it's too late to express gratitude or appreciation? Financial advisors can deepen client relationships by acknowledging meaningful ...
This short is an excerpt from my recent "Give your clients what they CRAVE" video.
WATCH the entire video clip on YouTube: https://youtu.be/inDjSqlo9JM
How to Turn Clients Into Advocates Using BRAG | Always ON Clip - Ep. 64
In this clip from "Always ON with Duncan MacPherson" Duncan introduces the BRAG framework"Belonging, ...
This short is an excerpt from episode 64 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Cathi Durrell owner of Lavish Fine Art Greeting Cards. Stream episode 64, "The Power of Personalized Gratitude: Building Client Loyalty", on your favorite podcast channel by ...
Give your clients what they CRAVE Part 2
In this follow-up video, Duncan continues to explore the concept of giving your clients what they truly crave. You've likely heard that giving starts the receiving process, but ...
In this video, I share a concept that's been incredibly effective for the fee-for-service financial professionals I coach: humanizing ...
Professional scarcity can activate a sense of belonging and lead to long-term, competitor-proof client relationships. In this insightful discussion, we explore how clients naturally become advocates when they feel connected to something ...
Do you tell your clients that your goal isn't to get as big as possible but to stay small to preserve the quality of their experience? In this conversation, we explore the importance of being selective about who you work with and why focusing on fewer ...
Are you living by your core values? For advisors, values like integrity, honesty, and leading by example are key to building trust and making an impact. But integrity isn't just doing the right thing when others are watching"it's...
Too many financial advisors jump straight into the sales pitch without understanding what their clients truly need. But no one wants to be sold; they want solutions. In this insightful conversation, we dive into how advisors can shift their ...
Many business owners struggle with standing out and creating deep, lasting relationships in a crowded marketplace. Trying to be all things to all people often leads to diluted efforts and unfulfilled potential.
Without a targeted ...
This short is an excerpt from episode 62 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast
Establishing a strong foundation with prospective clients is crucial for activating the relationship cycle. Focus on two key strategies: addressing objections early to ensure alignment and showcasing your unique value confidently. Create an ...
This clip is an excerpt from episode 62 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast,
Stream the entire podcast by clicking one of the links below:
Many professionals struggle with transitioning prospective clients into loyal advocates. Ineffective onboarding and service models can lead to missed opportunities and strained ...
