Wondering how to better connect with high-net-worth clients? Financial Advisors are using AI to gain deeper insights into client needs and enhance their advisory services. By asking targeted questions through AI tools like ChatGPT, advisors can understand client perspectives, both technical and ...
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 ...
Discover how the most enlightened Financial Advisors enhance their persuasive impact without selling. Learn the art of stewardship over salesmanship, creating environments where value is bought, not sold. Understand the ...
Are your clients asking about AI, Crypto, or the Blockchain? Duncan and Isaac discuss how to proactively discuss these trending topics while keeping client needs at the forefront. Discover key considerations for navigating the cryptocurrency ...
Shift your focus beyond just investments! In this clip we explore how top advisors prioritize client values and goals. Learn how to leverage legacy planning and family discussions to create a strong financial foundation. Discover best practices for ...
Client onboarding goes beyond paperwork and training manuals. In this clip we explore the small touches that build lasting relationships. Learn how to create a seamless experience from scheduling to post-meeting follow-up. Discover ...
This Video Clip is from episode 59 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.
Feeling like experience is the only currency for high-net-worth clients? This advisor proves age is a number. Learn how he built a thriving practice by focusing on continuous learning, challenging thinking, and facilitating ...
This Video Clip is from episode 59 of the "Always On with Duncan MacPherson" financial advisor podcast featuring Isaac Richard III, CEO of Mavros Capital.
Feeling limited by the traditional wealth management model? Discover how this advisor built a breakaway firm, Mavros, to serve families of all sizes and bridge the wealth transfer gap. Learn his secrets to scaling family office services and capitalizing ...
Thank you, Brent and Lance Steinberg, of the Steinberg Investment Group, for sharing your story with us. It is always refreshing to hear the impact of our coaching through the lens of our clients.
Brent and Lance have ...
Watch the full Blue Square Video, "Overcoming the Interlude: Turning Intention into Action for Financial Advisors Ep. 179", where Duncan outlines a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the ...
Explore a powerful three-step approach financial advisors can use to prime the pump, resonate with clients, and validate the improvements to their client experience. This ...
We are incredibly grateful to David Hays, President and Lead Consultant of Comprehensive Financial Consultants, who shared his transformative experience with Pareto Systems and his coach, Scott Hamilton. As a dedicated student of...
Financial Advisor Transition: Shielding Clients from Old Firm Tactics
Thinking of moving firms but worried about your clients? In this video, Duncan and Louis equip you with strategies to protect your clients during the ...
Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:
Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients. Follow the link for FULL Video: ...
Watch the full Blue Square Video, "Financial Advisor Transitions: Overcoming Challenges & Seizing Opportunities Ep. 178", where I discuss the powerful client experience formula used by Pareto Systems' top financial advisor clients.
Thinking of transitioning your financial advisor practice? Navigate the exciting, yet challenging, process of moving firms. This video explores the key considerations for successful advisor transitions like building a strategic plan and communicating a move with clients.
We also ...
Financial advisors: Learn the two main reasons clients hesitate to give referrals and discover strategies to address them! Explore how to build trust and overcome concerns about ...
Financial advisors: Ditch the "referral script" and focus on building trust! Learn the power of authentic storytelling and client-centricity in attracting referrals. Explore how clear communication and respecting client ...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
Tired of unqualified referrals? Discover a proven strategy to attract the perfect clients through referrals. Learn how to communicate your ideal client profile and demystify the referral process for your network. Explore how this approach builds...
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of "The Language of Referrals," about the art of being referable and mastering the concept of introductions with professionalism and ...
Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of ...
Great clip from Duncan's recent podcast. They discuss finding language that works, when speaking to clients about introductions (referrals).
This is an excerpt from episode 57 of the "Always On with Duncan MacPherson' financial advisor podcast featuring ...
Financial advisors: Learn how to shift your mindset from "asking" to "earning" referrals. Explore strategies to build relationships so strong, clients naturally want to introduce you to their network. Discover the power of "being ...
Feeling stuck? Learn how gratitude can be the key to overcoming adversity and achieving your goals. I'll explore the science of vibration and the importance of AQ (adversity quotient) compared to IQ. Discover practical tips to cultivate gratitude ...
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 ...
Struggling to get client referrals? Discover the powerful 12-4-2 client experience formula used by Pareto Systems' top financial advisor clients. Learn how to move beyond reactive communication and create a proactive strategy ...
Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually ...
This clip exposes a shocking truth: many advisors haven't created a will or held a family meeting. Discover a powerful interview question to uncover if your advisor truly understands the "intergenerational ...
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 ...
Struggling with writer's block and wasting time on notes? Discover how Financial Advisors are using AI to write content, summarize meetings, and boost efficiency. Watch to learn how ChatGPT and AI can transform your practice!
This is an excerpt from episode 55 of the "Always On with Duncan...
This video reveals a game-changing strategy many financial advisors are missing.
In this video, you'll learn:
Discover the transformative strategies Alex employs to help financial advisors not only elevate their branding and stand out in a crowded market but also harness the power of client engagement through testimonials and reviews. Delving into the philosophy of "skating ...
Unlock the secret to attracting quality referrals without the hard sell. Discover how to make your practice irresistibly referable by mastering the art of being dependable, predictable, and admirable.
For more on this, and other ...
Master Marketing & Innovation with ChatGPT
Understand what every entrepreneur needs to know about boosting the enterprise value of their business.
This is an excerpt from episode 54 of the "Always On with Duncan MacPherson' podcast featuring Ted Jenkin, CEO of oXYGen...
Exploring the non-proprietary nature of technical skills in the financial industry, this discussion shifts focus to the true value proposition of a financial professional: the ability to develop a lead generation engine. Highlighting marketing as the most challenging and rewarding aspect of ...
Explore the transformative journey from competition to coopetition, where the quest for personal excellence transcends traditional rivalry.
For more on this, and other actionable best practices, download Chapter 1 of my book "The Blue Square Method" today at ...
Discover the pivotal strategies financial professionals must embrace to significantly enhance their enterprise value. Learn why recurring revenue is the cornerstone of a valuable practice.
This is an excerpt from episode 54 of the "Always On with Duncan MacPherson Podcast" featuring Ted ...
