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 ...
Many businesses struggle to identify effective strategies for client acquisition, often overlooking the potential of their existing client base and strategic partnerships.
Without a clear focus, these ...
The Pitfalls of Spray and Pray Marketing
This is a clip from Duncan MacPherson's recent "Should Financial Advisors Specialize or Generalize?" video.
This clip is an excerpt from episode 61 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
WATCH the entire video clip on YouTube:
WATCH the entire video clip on
Discover how the most enlightened Financial Advisors enhance their persuasive impact without selling. Learn the art of stewardship over salesmanship, creating environments where value is bought, not sold. Understand the ...
Are your clients asking about AI, Crypto, or the Blockchain? Duncan and Isaac discuss how to proactively discuss these trending topics while keeping client needs at the forefront. Discover key considerations for navigating the cryptocurrency ...
Shift your focus beyond just investments! In this clip we explore how top advisors prioritize client values and goals. Learn how to leverage legacy planning and family discussions to create a strong financial foundation. Discover best practices for ...
Client onboarding goes beyond paperwork and training manuals. In this clip we explore the small touches that build lasting relationships. Learn how to create a seamless experience from scheduling to post-meeting follow-up. Discover ...
This Video Clip is from episode 59 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.
Feeling like experience is the only currency for high-net-worth clients? This advisor proves age is a number. Learn how he built a thriving practice by focusing on continuous learning, challenging thinking, and facilitating ...
This Video Clip is from episode 59 of the "Always On with Duncan MacPherson" financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.
Feeling limited by the traditional wealth management model? Discover how this advisor built a breakaway firm, Mavros, to serve families of all sizes and bridge the wealth transfer gap. Learn his secrets to scaling family office services and capitalizing ...
Thank you, Brent and Lance Steinberg, of the Steinberg Investment Group, for sharing your story with us. It is always refreshing to hear the impact of our coaching through the lens of our clients.
Brent and Lance have ...
Watch the full Blue Square Video, "Overcoming the Interlude: Turning Intention into Action for Financial Advisors Ep. 179", where Duncan outlines a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the ...
Explore a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. This ...
We are incredibly grateful to David Hays, President and Lead Consultant of Comprehensive Financial Consultants, who shared his transformative experience with Pareto Systems and his coach, Scott Hamilton. As a dedicated student of...
Financial Advisor Transition: Shielding Clients from Old Firm Tactics
Thinking of moving firms but worried about your clients? In this video, Duncan and Louis equip you with strategies to protect your clients during the ...
Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:
Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients. Follow the link for FULL Video: ...
Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients.
Thinking of transitioning your financial advisor practice? Navigate the exciting, yet challenging, process of moving firms. This video explores the key considerations for successful advisor transitions like building a strategic plan and communicating a move with clients.
We also ...
Financial advisors: Learn the two main reasons clients hesitate to give referrals and discover strategies to address them! Explore how to build trust and overcome concerns about ...
Financial advisors: Ditch the "referral script" and focus on building trust! Learn the power of authentic storytelling and client-centricity in attracting referrals. Explore how clear communication and respecting client ...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
Tired of unqualified referrals? Discover a proven strategy to attract the perfect clients through referrals. Learn how to communicate your ideal client profile and demystify the referral process for your network. Explore how this approach builds...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of ...
Great clip from Duncan's recent podcast. They discuss finding language that works, when speaking to clients about introductions (referrals).
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring ...
Financial advisors: Learn how to shift your mindset from "asking" to "earning" referrals. Explore strategies to build relationships so strong, clients naturally want to introduce you to their network. Discover the power of "being ...
Feeling stuck? Learn how gratitude can be the key to overcoming adversity and achieving your goals. I'll explore the science of vibration and the importance of AQ (adversity quotient) compared to IQ. Discover practical tips to cultivate gratitude ...
