How to Respond to Emerging Trends 

Are your clients asking about AI, Crypto, or the Blockchain? Duncan and Isaac discuss how to proactively discuss these trending topics while keeping client needs at the forefront. Discover key considerations for navigating the cryptocurrency discussion. Plus, explore how Artificial Intelligence can revolutionize your practice and empower you to better serve your clients.

Stream the entire podcast by clicking one of the links below 

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Find your breakthrough in the financial services industry!

Asking the right questions and learning from others' experiences can be the key to unlocking your potential in this industry " especially if you're just starting out.

On this episode of the "Always On Podcast", Duncan MacPherson had an insightful conversation with Isaac Richard III, CEO of Mavros Capital, about next-gen talent development and how it plays a crucial role in connecting with Gen 2 clients.

Stream the entire podcast by clicking one of the links below 

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Building on Purpose, Not Just Portfolio

Shift your focus beyond just investments! In this clip we explore how top advisors prioritize client values and goals. Learn how to leverage legacy planning and family discussions to create a strong financial foundation. Discover best practices for client-centric planning that fosters long-term engagement.

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, by clicking one of the links below 

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

The Secret to Client Onboarding? It's Not What You Think

Client onboarding goes beyond paperwork and training manuals. In this clip we explore the small touches that build lasting relationships. Learn how to create a seamless experience from scheduling to post-meeting follow-up. Discover how these details can make all the difference!

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, by clicking one of the links below:

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

This Video Clip is from episode 59 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.

WATCH the entire video clip on YouTube by clicking here:  https://youtu.be/TaTreX6LZ90

Build Trust as a New-Gen Wealth Manager 

Feeling like experience is the only currency for high-net-worth clients? This advisor proves age is a number. Learn how he built a thriving practice by focusing on continuous learning, challenging thinking, and facilitating crucial family conversations. Discover how to win trust and attract wealthy clients regardless of your age.

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, 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
 

This Video Clip is from episode 59 of the "Always On with Duncan MacPherson" financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.

WATCH the entire video clip on YouTube by clicking here:  https://youtu.be/EAvGGBVkhJE
 

The Advisor of Tomorrow with Isaac Richard III 

Newer advisors in the industry are always thinking of ways to not just survive but thrive.

Meanwhile, more experienced advisors want to attract younger talent as part of their continuity and succession plan.

Let's explore this transition to the next generation and how it coincides with a similar wealth transition among clients. In this episode, Duncan MacPherson speaks with Isaac Richard III, CEO of Mavros Capital, about forward-thinking growth strategies that cater to the advisor and client of tomorrow.

They discuss:

• How younger advisors can break through the "reputational equity" barrier
• The evolving needs of Gen 2 clients and their family dynamics
• The essential role of technology, particularly AI, in modernizing advisory services and client interactions
• Actionable insights into advisor branding
• How to enhance your fee-worthiness in the current environment
• And more

Stream the new episode of Always On by clicking a link below 

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

 

Serving the Next Generation 

Feeling limited by the traditional wealth management model? Discover how this advisor built a breakaway firm, Mavros, to serve families of all sizes and bridge the wealth transfer gap. Learn his secrets to scaling family office services and capitalizing on the upcoming generational shift in wealth.

Stream the entire podcast featuring, Isaac Richard III, President of Mavros Capital, by clicking one of the links below:

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

Thank you, Brent and Lance Steinberg, of the Steinberg Investment Group, for sharing your story with us. It is always refreshing to hear the impact of our coaching through the lens of our clients. 

Brent and Lance have worked with their Pareto Coach Marci Fried, to transform their approach. A standout moment in their journey was when a client effortlessly introduced a friend to their firm by clearly articulating the firm's unique strengths. As they noted, "For us to deliver that information successfully to our clients, for the clients to then socialize that to their friends and family members. For a seamless introduction. That to me was a massive success story."

Curious about how coaching can benefit your practice? Download our free whitepaper, "A Guide to Financial Advisor Coaching," to learn how to choose the right coach and transform your business: paretosys.co/guide-to-fa-coaching

Also, if you want to see Brent and Lance's FULL testimonial on YouTube, here's the link: https://youtu.be/BxYZl6pi2Hk