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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Talking to Clients About Their Will
2024-04-19 • 3 min video

How to Talk to Clients About Updating Their Will (and Why It Matters)

Don't lose clients when their wealth transitions! This clip equips financial advisors with powerful messaging to encourage clients to update their wills. Learn how initiating these discussions builds trust and strengthens your position as a valuable family advisor.

This is an excerpt from episode 56 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of "Every Family's Business" and "Willing Wisdom." Stream the new episode "Transitioning Next-Gen Wealth" by clicking here: paretosys.co/AODM_ep56

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