Purpose-Driven Practice: Elevating Client Experiences with Rob Brown - Always On with Duncan MacPherson Podcast, Ep. 65 

Building meaningful client relationships is essential for long-term success in financial services.

How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value?

This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.

They explore the significance of purpose in building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob's book, "The Truest Fan" and its forthcoming sequel, "The Truest Fan Blueprint." 

They discuss:

• Enhancing Client Experience: The difference between client service and client experience
• The Truest Fan Blueprint: Rob's upcoming book, which provides a roadmap for financial advisors to incorporate purpose into their practice
• Balancing Productivity with Purpose: The importance of maintaining purpose-driven productivity and understanding clients to solve their problems effectively
• Leveraging Technology: The role of AI and video messaging in personalizing client relationships and enhancing process efficiency
• Personal Touches: The value of small, thoughtful gestures in client interactions
• Niche Marketing: Strategies for identifying and serving specific client segments effectively
• And more!

Stream the newest episode of the "Always On" podcast by clicking one of the links below

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