Return on the Moment (ROM)The Lost Art of Client Events - Creating Unforgettable Moments with Angela York & Elyse Stoner - Always On with Duncan MacPherson Podcast, Ep. 66

In this episode, Duncan sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professionals can reinvigorate their approach. As we explore the comeback of in-person gatherings, Angela and Elyse share strategies for designing meaningful, memorable, and measurable client experiences. Learn about the concept of ROM (Return on the Moment), creative approaches to blending education and entertainment, and how to ensure that your events deepen relationships and build client loyalty.

Discover the why, the how, and the what's next for client events in the financial industry. Angela and Elyse also share practical examples, from small micro-events to larger thematic experiences, and how advisors can leverage partnerships with wholesalers to elevate event success. If you're looking to expand your thinking about client engagement, this episode is packed with innovative ideas to help you create client events that leave a lasting impact.

Stream the full podcast for valuable insights:

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This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. 

WATCH the entire video clip on YouTube: https://youtu.be/fULPSgBOb3Y

Being busy doesn't mean you're making progress. It's easy to get caught up in the daily grind.

The key question is: Are you advancing towards your most important goals?

trophy Prioritize the essential tasks over the less important ones.

headphones Want to explore these ideas further? Tune into my podcast episode with Rob Brown, where we delve into the power of purpose, enhancing client experiences, and building a business that attracts referrals.

Catch the full episode, stream Episode 65 of the "Always On with Duncan MacPherson Podcast' on your favorite platform:

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Choosing Optimism in Challenging Times

In uncertain times, it's easy to fall into apprehension. However, there's another way to see the world"one that chooses optimism and aims to uplift others. In this video, Duncan MacPherson discusses how small actions, like recognizing effort, can make a big difference. Whether it's being the fountain of positivity or understanding that "a candle loses nothing by lighting another," everyone has the power to create meaningful impacts. Facing the future with anticipation and being the change we want to see is encouraged. Watch to explore how to make a positive ripple today.

For those who find value in this video, a visit to the YouTube Channel, "Duncan MacPherson," is invited. There, deeper dives into finding one's 'Blue Square'"the place where business aligns perfectly with passion and purpose"are offered. Insights to enhance client relationships, generate quality referrals, and streamline practices for a work-optional lifestyle are shared. More videos are posted on YouTube than LinkedIn, so don't miss out! Subscribe for more practical strategies and thought-provoking content: youtube.com/@Dmac8020

This short is an excerpt from episode 65 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast. 

WATCH the entire video clip on YouTube: https://youtu.be/N1ACPmL7neI 
 

Taking an Intentional Approach to Niche Marketing

In this clip, Rob Brown and Duncan discuss the importance of taking an intentional approach to niche marketing. Rob shares how one of his clients discovered a niche he was truly passionate about"Women Facing New Beginnings"by digging deep into common themes among his clients. They talk about the process of finding a niche by looking at credibility, commonality, and affinity. It's not about forcing a niche or making it up, but rather uncovering where you already have momentum and where you feel a genuine connection to the group you serve. This is how to build a niche with purpose and impact.

Stream episode 65 of the "Always On with Duncan MacPherson Podcast' at one of the following links:

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

Are you making decisions today that align with your long-term vision?

Short-term wins are great, but building something that lasts requires clarity and patience. 

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

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

In this clip, Rob Brown and I discuss the rapid evolution of technology in the financial industry, particularly AI and video. Rob shares how AI can help advisors streamline their processes and create more engaging, personalized content for clients. We also explore the power of video messaging to strengthen relationships and foster referrals. Whether it's sending a 15-second birthday video or creating a weekly video series, these small touches can make a big difference. Rob and I touch on real-life examples of advisors using video to enhance the client experience, showing how high tech and high touch can work together.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose: 

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A smooth and memorable client experience isn't just good service, it's a strategic advantage.

Think about how your processes, touchpoints, and engagements can create a lasting impression.

Elevate their experience, and you'll elevate your business.

Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the power of purpose, client experience, and creating a referable business.

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

Navigating the Fork in the Road

In this clip, Duncan MacPherson discusses with Rob Brown the critical decision many financial professionals face"whether to focus on growing a B2C business serving retail clients or scaling up to B2B by bringing in other advisors and acquiring firms. Rob shares his perspective on both paths, highlighting how each can lead to success depending on an advisor's goals and appetite for growth. They also touch on the importance of managing the "hassle factor" and ensuring the business continues to serve one's life as it scales. Whether the goal is to maintain a lifestyle business or build enterprise value, this conversation offers insights into making the right choice for one's unique situation.

Subscribe to the "Always ON" podcast for more strategies on balancing productivity with purpose.

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