New Episode: From Clients to Legacy with Chris Jeppesen (Ep. 100)
What if the greatest opportunity to grow your business isn't finding more clients, but creating more value for the ones you already have?
This milestone 100th episode brings back Chris Jeppesen, head of the advisor consulting group at First Trust Portfolios and, fittingly, the very first guest this podcast ever had. Duncan MacPherson and Chris take the Pareto Principle a level deeper, the 80-20 within the 20, exploring how advisors identify their ideal clients, build continuity for affluent families, and integrate alternative investments into a process that creates lasting value.
In this episode:
- The Pareto Principle within the Pareto Principle
- Defining your ideal client profile
- Becoming the "chief continuity officer" for a family's legacy
- Building a family continuity blueprint
- Creating a Value Added Support Team of strategic partners
- Positioning alternatives as process, not product
Tune in for a milestone conversation on why the next chapter of your business may be less about acquisition and more about legacy.
Listen now: paretosys.co/aodm-100
