The Art and Science
of Exit Planning
Includes Q&A - with Duncan and Ted
Thursday, August 25th at 12 pm ET
In this fast-paced conversation, Duncan MacPherson speaks with, Serial Entrepreneur, Ted Jenkin about getting way out in front of your liquidly event and all of the various factors that go into it.
Close
Coaching Professionals for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Always On with Duncan MacPherson Podcast - Episode 24
2022-07-28 • 20 second read

Thriving through Market Volatility with Chris Jeppesen

When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart. They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn!

In this episode, Duncan MacPherson joins Chris Jeppesen, chief of advisory practices at First Trust. They discuss strategies for alleviating your clients’ anxiety amidst current market turbulence, and the progression of top financial professionals today.

Chris and Duncan discuss:

  • How to restore your clients’ confidence in you using the ECA framework (empathy, context, and action)
  • How to maintain relevance as financial services get commoditized
  • The much-needed shift from transactional salesmanship to directional stewardship
  • Sneak peek into the new book “The Blue Square Method” (and how it will benefit fee-for-service professionals)
  • And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep24

Feel free to share your thoughts on this episode or reach out with follow-up questions. We always appreciate feedback!

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.