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:
â— The ideal number of clients you should serve to elevate your client experience
â— Three questions to help you determine if an MFO model is right for you
â— What it means to build a “brand within a brand” — and how it benefits you
â— The pursuit of self-actualization for today’s advisors
â— And more
Listen to this podcast by clicking here: https://bit.ly/AlwaysOn_Ep8_MultiFamilyOffice
Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.