How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Always On With Duncan MacPherson, EP 8 - Transitioning to a Multi-Family Office to Accelerate Your Growth
2021-12-23 • 20 second read

Always On with Duncan MacPherson Podcast - In this episode, I speak with Chris Jeppesen, chief of advisory practices, at First Trust. We talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).

Chris and I discuss:
● The ideal number of clients you should serve to elevate your client experience
● Three questions to help you determine if an MFO model is right for you
● What it means to build a “brand within a brand” — and how it benefits you
● The pursuit of self-actualization for today’s advisors
● And more

Listen to this podcast by clicking here:

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