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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How to Tell an Effective Story
2021-11-22 • 9 minute video

"What you’re exceptionally good at is helping a financial professional capture an episode like that and turn it into an intellectual property that can be invested into other relationships. So it’s not just about them having the goods, but having the technical ability."

In this excerpt from the Always On with Duncan MacPherson podcast, Duncan and Chris Jeppesen discuss how you can be capture stories to invest in other relationships and the impact that can have.

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