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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Proven Strategies Blog

2024-07-22 • 3 min video

AI in Action: Boosting Productivity

Struggling to keep up with content creation and research? Financial Advisors are leveraging AI to transform their workflows and enhance efficiency. From drafting client emails to generating blog outlines and simplifying research, AI tools like ChatGPT provide instant, high-quality insights tailored to specific needs. Discover how adopting AI can save time, reduce effort, and deliver superior results, enabling you to focus on what truly matters.

Stream the entire podcast featuring Kevin Bishopp, VP and Performance Coach for the Advisor Consulting Group 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

2024-07-19 • 1 min video

This clip is an excerpt from episode 61 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at "First Trust

WATCH the entire video clip on YouTube

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2024-07-18 • 20 second read

AI Insights and Breakthroughs - Especially for Advisors! with Kevin Bishopp - Always On with Duncan MacPherson Podcast, Ep. 61

AI will not replace humans. It will replace humans who don't embrace AI.

Ever-curious advisors committed to learning about AI's latest uses are more likely to achieve professional contrast and elevate their client experience!

To learn what's new with AI (especially for advisors), join Duncan MacPherson's conversation with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust. They explain why you shouldn't fear AI, but rather leverage it for content creation, research, client communications, and much more.

They discuss:

  • The evolution of AI from early machine learning to generative AI
  • Practical applications of AI for financial advisors " with specific examples
  • How to use AI to see through the lens of your clients and discover unmet needs
  • Easy-to-use prompts you can start using right away
  • Recent AI breakthroughs and future potential
  • And more

Stream the full podcast for valuable insights 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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2024-07-17 • 20 second read

Leading with generosity can significantly enhance your client acquisition efforts. When you focus on giving"whether it's advice, time, or resources"you create an environment of trust and goodwill. This approach naturally attracts clients who appreciate the value you provide without expecting anything in return.

Giving first sets the tone for a positive client relationship and can lead to increased referrals and opportunities. It shows that you are genuinely invested in your clients' success, which can encourage them to reciprocate with their loyalty and recommendations. This mindset shift can transform the dynamics of your client interactions and drive sustainable growth.

Learn more about these proactive strategies to enhance your client relationships in our latest podcast episode with Jackie Wilke, VP of Advisor Consulting at First Trust, where she shares her expert insights and actionable tips.

Stream the "Always On" podcast featuring Jackie 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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2024-07-16 • 20 second read

Are you looking to transform your business with the latest AI technology? Or just simply want to understand what is out there?

Our new guidebook is the starting resource for Advisors that want to stay competitive, enhance their marketing and client experience strategy, and become a thought leader in their own right.

Download the Guide

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2024-07-15 • 20 second read

Family phone calls are a vital tool for connecting with the next generation of clients. These calls serve as a proactive introduction, helping you build relationships with younger family members who will one day inherit wealth. By establishing this connection early, you position yourself as their trusted advisor from the start.

Regular family phone calls demonstrate your commitment to the entire family's financial well-being. They provide a platform for open communication and personalized service, ensuring that younger clients feel valued and understood. This strategy helps secure the future of your advisory practice by fostering loyalty across generations.

Learn more about these proactive strategies to enhance your client relationships in our latest podcast episode with Jackie Wilke, VP of Advisor Consulting at First Trust, where she shares her expert insights and actionable tips.

Stream the "Always On" podcast featuring Jackie 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

2024-07-11 • 4 min video

Building Client Relationships in the Digital Age

Financial Advisors must navigate the delicate balance between leveraging technology and maintaining personal connections with clients. Younger generations, influenced by digital-first experiences, may undervalue the comprehensive services advisors offer. By maintaining a strong virtual presence and using educational content to guide clients, advisors can build trust and demonstrate their value. Emphasizing personal touches, even virtually, helps clients feel understood and valued, fostering long-term relationships.

Stream the "Always On" podcast featuring Jackie Wilke of 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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2024-07-10 • 20 second read

Adopting a service-first approach can transform the way you gain referrals and introductions. 

By prioritizing the delivery of exceptional value, you make the introduction process seamless and genuine. Clients feel more comfortable recommending you when they see firsthand the benefits of your service.

A service-first mindset builds trust and showcases your dedication to client satisfaction. It moves the focus away from selling and towards providing meaningful assistance. This approach not only enhances your reputation but also encourages clients to advocate for you, leading to more organic growth through word-of-mouth referrals.

Learn more about these proactive strategies to enhance your client relationships in our latest podcast episode with Jackie Wilke, VP of Advisor Consulting at First Trust, where she shares her expert insights and actionable tips.

Stream the "Always On" podcast featuring Jackie 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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2024-07-08 • 20 second read

Client engagement should be proactive rather than reactive to drive sustainable growth. Waiting for clients to contact you can result in missed opportunities and weakened relationships. By anticipating their needs and reaching out first, you demonstrate your commitment and add significant value to their experience.

Proactive engagement allows you to identify potential issues before they become problems, providing solutions that keep clients satisfied and loyal. It also positions you as a forward-thinking advisor who is always looking out for their best interests. This approach can significantly enhance client trust and promote long-term growth.

Learn more about these strategies to enhance your client relationships in our latest "Always On" podcast episode with Jackie Wilke, where she shares her expert insights and actionable tips, 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

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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