Strategic Planning for 2023
Includes Q&A - with Duncan
Thursday, October 20th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
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Always On with Duncan MacPherson Podcast - Episode 28
2022-09-22 • 20 second read

Add a Coaching Dynamic to Your Client Experience with Jeff Ambrose

There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.

Adding a coaching dynamic to your practice can help you win and retain clients in the long run.

In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share strategies to create professional contrast as the financial industry becomes increasingly commoditized.

Jeff and Duncan discuss:

• Action items that every advisor should have on their client meeting agenda

• Why clients might be seeing only 5% of your total value (and how to fix it)

• How coaching improves your relationships — especially with high-net-worth clients

• The underrated benefits of goals-based planning

• And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep28

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