Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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Proven Strategies Blog

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2025-01-02 • 20 second read

In episode 70 of the "Always On" podcast, this powerful quote from Sathya Chey Patterson reminds us that while we can't control everything, we can choose how we respond. Let's rise above and inspire others to do the same. Stream the entire podcast here: paretosys.co/aodm-ep70
 

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2024-12-31 • 20 second read

In the latest episode of the Always On with Duncan MacPherson podcast, Sathya Chey Patterson shares a powerful reminder about the importance of mindset. Embrace the opportunity to rewrite your narrative and take control of your journey. 

Stream the entire podcast here: paretosys.co/aodm-ep70

 

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2024-12-30 • 20 second read

This insightful quote from the "Always On with Duncan MacPherson" podcast reminds us of the profound influence we can have on others. Let's strive to make a positive impact every day, through both small acts of kindness and significant gestures. 

Stream the entire episode here: paretosys.co/aodm-ep70 

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2024-12-26 • 20 second read

In the latest episode of the Always On with Duncan MacPherson podcast, Duncan MacPherson emphasizes the power of our choices and actions in shaping our path. Adjust your sails and steer towards success. 

Stream the entire podcast here: paretosys.co/aodm-ep70
 

2024-12-23 • 1 min video

This short is an excerpt of a clip from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. 

WATCH the entire video clip on YouTube by clicking here: https://youtu.be/Nrcw7kw_rPk 

 

2024-12-20 • 1 min video

What's Your True North

This short is an excerpt of a clip from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. 

WATCH the entire video clip on YouTube by clicking here: https://youtu.be/Nrcw7kw_rPk

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2024-12-19 • 20 second read

Making the American Dream a Reality: A Conversation with Sathya Chey Patterson - Always On with Duncan MacPherson Podcast, Ep. 70

In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to achievement, demonstrating the power of resilience and vision.

This conversation is divided into three compelling parts:

1. Honoring the Past - Sathya's remarkable personal story, including her family's survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose.
2. Thriving in the Present - Insights into the strategies and tools she uses to differentiate herself as a financial advisor, from leveraging cutting-edge technology to building authentic client relationships.
3. Designing the Future - Sathya's vision for scaling her impact by empowering advisors and clients alike with a structured, values-driven approach to achieving financial independence.

Whether you're a financial professional, a leader, or simply seeking inspiration, this episode delivers invaluable lessons on purpose, perseverance, and professionalism.

Stream the newest episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb 

 

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2024-12-16 • 20 second read

Want to grow your business through referrals and introductions? Focus on creating content that speaks to your audience's pain points.

> AI tools like ChatGPT and Jasper can help you draft blogs, white papers, and videos that position you as an authority.
> Subtle nudge: Encourage clients to share content that resonates with them.

Educated clients become loyal advocates.

> Want to dive deeper into these insights? Check out my latest "Always On" podcast episode " AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb

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2024-12-13 • 20 second read

A great client experience isn't an accident"it's the result of a repeatable process.

Start by inventorying your tasks and deliverables. Standardize them. Then, professionalize your approach so every client receives the same high-caliber service.

Processes liberate creativity and enable you to focus on delivering value.

Want to dive deeper into these insights? Check out Duncan's latest "Always On" podcast episode "AI in Financial Services: Unlocking Potential and Future Opportunities" with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust at one of the links below:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb 
 

2024-12-12 • 4 min video

Transforming Client Acquisition with AI 

Client acquisition starts with preparation"and AI tools are taking predisposition to the next level. Learn how financial professionals use AI to gather insights, align value with prospects, and turn initial meetings into meaningful, productive conversations. Discover how shifting from being "interesting" to "interested" can redefine your approach to client relationships.

This clip is an excerpt from episode 69 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.  Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb

 

 

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