Mastering Total Client Engagement with Duncan Macpherson
Elevate your client relationships and drive meaningful growth in your practice with Duncan MacPherson, a renowned authority on practice management and relationship-building for financial advisors. In this webinar, Duncan will share game-changing strategies from the acclaimed Total Client Engagement (TCE) program, designed to help you foster deeper connections, enhance client loyalty, and create a more purposeful business.
With the TCE strategies, Financial Advisors are equipped to:
- Foster complete empowerment from their clients.
- Cultivate a community of fiercely loyal advocates immune to competition.
- Generate a consistent flow of high-quality introductions.
This session is tailored for advisors committed to elevating their client management approach and unlocking predictable, sustainable growth. With actionable insights and practical strategies, you'll be equipped to build a practice that thrives on deep, meaningful client relationships.
Date: Tuesday, January 21, 2025
Time: 12:00 PM ET / 9:00 AM PT
Host: Duncan MacPherson
