The future of financial services lies in leveraging AI to streamline workflows, improve client experience, and free up time for what matters most: building meaningful relationships.
Tools like Otter, Jump AI, and Firefly are already transforming strategy meetings by reducing 90% of admin ...
AI in Financial Services: Unlocking Potential and Future Opportunities with Kevin Bishopp - Always On with Duncan MacPherson Podcast, Ep. 69
In this episode, Duncan MacPherson is joined by Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust. ...
True success as an advisor goes beyond a job title or a firm's brand name.
It's about operating in an environment that fully aligns with both your personal aspirations and your clients' evolving needs.
As Mindy Diamond points out in this episode, knowing what's possible outside your ...
Change in any form has its costs, and in our industry, those costs can be significant.
Mindy uses the phrase "better enough" to guide advisors through this decision.
Moving isn't just about solving current frustrations but about making a shift that's genuinely worth the ...
The best advisors think ahead"not just for their own practice but for their clients.
Future-proofing isn't just strategy; it's a commitment to client longevity.
By focusing on sustainable client relationships, scalability, and adaptability, you can create enduring ...
Staying informed about your options doesn't mean you're disloyal; it means you're conscientious.
Just as we encourage our clients to review their strategies periodically, we as advisors should do the same with our professional environments.
It's about confirming that we're where we're...
If you've been with the same firm for years, it's natural to feel a sense of loyalty.
However, what Mindy calls "loyalty fatigue" can often indicate that you've evolved beyond what your environment can offer.
As advisors, we should always ask ourselves if we're still in a place that ...
In an industry that's constantly evolving, it's important to know what environment aligns with your values.
Are you in a place that lets you grow?
Or are you in a setting that limits your potential?
Assessing your environment isn't just a task"it's a commitment to both ...
In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal ...
Each step you take should raise both your business value and your personal fulfillment.
When your work aligns with your life goals, the journey becomes as rewarding as the destination. Are your business goals aligned with your personal values?
Want to dive deeper into ...
It's about going deeper with the right people. When you build an exclusive practice, you invest in relationships where your expertise makes the most difference.
With every connection, you're creating a legacy of impact, loyalty, and genuine results.
Who are the clients ...
If clients don't clearly understand who you serve best, you may not be maximizing your potential.
Define your ideal client, communicate it consistently, and align your services to resonate deeply with those who benefit most. Success isn't about quantity; it's about meaningful ...
When you clear distractions and hone in on your ideal clients, they feel it"and value it.
By dedicating your energy to the right clients, you strengthen relationships, deepen your impact, and find fulfillment in the work that truly matters.
What distractions can you clear to ...
When you define your unique approach and bring it to the clients who resonate most, you're not just offering services"you're creating lasting impact.
Making your time and expertise exclusive to those who truly benefit from it doesn't just elevate your business; it elevates your clients' ...
Have you created a strategic plan for the coming year? Do you need to make refinements to an existing one? Have you had a strategic planning meeting with your team?
By refining your plan for the coming year over the next few ...
Professional scarcity isn't about turning clients away; it's about creating a clear value that resonates deeply with the right people. Instead of trying to be everything to everyone, define who you serve best"and watch how this scarcity adds value to those who truly need your ...
In a world where growth often gets measured by numbers, true progress means working with clients who align with your values, vision, and expertise. When you focus on the right clients, your impact deepens, your business thrives, and you create relationships built on trust and mutual ...
Time the most precious asset we have, yet often the most misunderstood. In a world where professionals juggle countless demands, the true challenge lies in spending our time wisely"not just filling it with activity.
Imagine focusing on clients who truly align with your expertise, where ...
In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit ...
When it comes to referrals, it all boils down to trust. But it's not just trust in your technical skills or financial expertise; it's trust in you as a person"your values, intentions, and genuine commitment to your clients. Clients refer their financial advisor when they believe in both ...
Purpose and process are two sides of the same coin in any successful client relationship. Your purpose is the "why" behind everything you do"the deeper motivation that drives you to serve your clients with excellence. Your process, on the other hand, is the "how" - the steps you take to ...
In a world where success is often defined by numbers, many professionals find themselves yearning for something deeper"something beyond the transactional. True fulfillment comes from reaching a balance between doing what you love, excelling at it, serving a need, and being rewarded for it both ...
In this episode, Duncan sits down with Angela York and Elyse Stoner from Event Advisors to ...
Being busy doesn't mean you're making progress. It's easy to get caught up in the daily grind.
The key question is: Are you advancing towards your most important goals?
trophy Prioritize the essential tasks over the less important ones.
headphones Want to explore these ideas ...
Are you making decisions today that align with your long-term vision?
Short-term wins are great, but building something that lasts requires clarity and patience.
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we...
A smooth and memorable client experience isn't just good service, it's a strategic advantage.
Think about how your processes, touchpoints, and engagements can create a lasting impression.
Elevate their experience, and you'll elevate your business.
Want to dive deeper ...
Clients are drawn to those who lead with sincerity and intentionality.
How are you building trust and authenticity in your daily interactions?
Want to dive deeper into these insights? Check out the full podcast episode with Rob Brown, where we discuss the ...
Teaching isn't just about sharing knowledge; it's about deepening your own understanding.
It creates clarity, accountability, and mastery.
So, what can you teach today that will help someone else " and in turn, help you?
Want to dive deeper into these insights? Check ...
On Tuesday, October 29th at 12 Noon ET join Duncan MacPherson for a fast-paced webinar designed to show you how to integrate AI into your business while leveraging Pareto Systems' proven best ...
Purpose-Driven Practice: Elevating Client Experiences with Rob Brown - Always On with Duncan MacPherson Podcast, Ep. 65
Building meaningful client relationships is essential for long-term success in financial services.
How can you enhance client experiences and ensure lifelong ...
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join Duncan MacPherson for this exclusive webinar where he'll share four actionable strategies that he has ...
Missed the September 24th webinar where Duncan MacPherson, along with special guest Ted Jenkin, CEO of oXYGen Financial and President of Exit Stage Left Advisors, discussed how to maximize the value of your business and plan for a successful ...
In this episode of the Always On with Duncan MacPherson Podcast, Duncan sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the ...
When you push, you create resistance. But when you lead with vision and empathy, you create alignment and buy-in. Leadership is about creating an environment where ...
Everyone has ideas, but it's the process that turns those ideas into reality. A well-defined, repeatable process is what sets high achievers apart from the rest.
Ideas are just the starting point. What truly matters is how you bring them to life. The process you follow ensures consistency, ...
It's not enough to simply tell clients what services you offer. The real power lies in demonstrating the impact those services have on their lives or businesses.
When you shift the conversation from "Here's what I do" to "Here's what it does for you," you transform your value proposition. ...
Your enterprise value isn't just a metric"it's the culmination of the trust, loyalty, and advocacy you've meticulously built with your clients. When you commit to driving your enterprise value, you're not just enhancing your business; you're creating a ripple effect that benefits every aspect of ...
Balancing client needs, industry best practices, and personal life can be challenging in financial services.
How do you ...
Content is more than just information - it's your credibility builder.
The right content positions you as a trusted expert in your field, shaping perceptions and establishing authority.
When your content resonates, it shortens the conversion cycle and attracts clients who already see ...
Narrow your focus and speak directly to the clients who resonate with your expertise.
Tailored communication creates stronger, more meaningful relationships that last.
By narrowing your focus, you cut through the noise and ...
Want to master client acquisition? Let your clients close you.
Focus on building trust and confidence from the very beginning.
The ultimate goal isn't to push a sale"it's to guide the client to a decision where they naturally choose you.
Build trust by offering valuable...
The key to success? Shifting your mindset from selling to serving.
When you approach clients with a service-first attitude, they see that it's about them, not you.
Ask the right questions. Qualify your clients. Make it clear that your priority is understanding their needs and ...
In a competitive market, maintaining your value without negotiating fees can be a powerful statement. This approach fosters long-term client relationships by focusing on shared values and future growth rather than quick transactions. Clients often ...
Engage with people on a deeper level, beyond just the sale.
The real drivers of growth come from the connections you build over time.
When you focus on relationships rather than metrics, you ...
In today's marketplace, the professionals who thrive are those who see their role not as mere salespeople, but as stewards of their clients' trust and success. Client acquisition is no longer about pushing products or services"it's about providing meaningful guidance and building a foundation of ...
Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics?
This week on The Always ...
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...
"Professional contrast is created by either doing things that others can't, or doing similar things better." - Kevin Bishopp
In the competitive world of financial advising, standing out is crucial. Many Financial Advisors struggle to differentiate themselves, leading to a crowded ...
Many Financial Advisors fear AI will make their roles obsolete, creating resistance to technological adoption.
This resistance can lead to obsolescence, as competitors who embrace AI gain efficiency and provide superior client service.
AI is not a replacement but a powerful ...
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 ...
