Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
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Crafting a Lasting Legacy
2024-07-05 • 4 min video

Balancing Values and Valuables

For many first-generation wealth builders, leaving a legacy that encompasses both values and valuables is a primary motivator. Financial Advisors can support this vision by adapting plans to changing policies and providing educational content. Sharing stories of successful legacy planning and addressing clients' concerns about family dynamics can help clients see the benefits of proactive estate planning. By emphasizing solutions tailored to clients' specific goals, advisors can foster deeper client relationships and facilitate meaningful legacy transfers.

Stream the entire podcast featuring Jackie Wilke, VP of Advisor Consulting at First Trust, by clicking one of the links below 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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