From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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He Probably Won't Accept You as a Client
2022-11-14 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, my guest Thane Stenner, and I discuss how the influence you have on your client relationships can dramatically impact how a client not only feels about their belonging to your community, but how they articulate that to someone else. I joke that your clients may go as far as saying “he probably won’t accept you as a client”, when introducing a friend or family member, helping to ensure you are only bringing on those clients that you are best suited to work with.

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