Always On with Duncan MacPherson Podcast - Episode 38

Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep38

Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level?

In this episode, Duncan MacPherson speaks with Steve Phillips, Chief Practice Management Officer at USA Financial and a Business Consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy.

They discuss:

• The importance of combining technological aids with the “human touch”
• Shoot Your Trailer: an effective strategy to articulate your value to prospective clients
• How to improve the quality of your referrals (in other words, duplicate your best clients)
• How to deepen your client relationships amidst volatile markets
• Why small gestures can go a long way in improving your overall client experience
• And more

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!