Mastering Total Client Engagement
Includes Q&A - with Duncan
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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.
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Aligning Purpose with Profession: The Path to True North
2024-03-26 • 4 min video

Are you a financial advisor seeking a more fulfilling career? 

Discover the concept of Ikigai ("reason for being") and how to find your "blue square" - the intersection of passion, professional expertise, and economic needs. Learn strategies to identify and eliminate draining clients, creating a balanced and enriching career path.

If you like this video, check out out Duncan's YouTube Channel "Duncan MacPherson", and Subscribe for videos like this and much more. His channel is  dedicated to helping Financial Advisors improve client relationships, create a steady stream of quality referrals, and optimize business strategies. Don't miss out on valuable insights to take your practice to the next level! YouTube Link: www.youtube.com/@Dmac8020 
 

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