NEW EPISODE OUT NOW: Get Known or Get Left Behind with Mitch Slater
What if the single biggest threat to your practice isn't the market, isn't AI, and isn't the competition? What if it's simply being invisible?
Join Duncan MacPherson for an in-depth conversation with Mitch Slater, Executive Director of Digital Communications at UBS and self-described Chief Visibility Officer. With a career that began working alongside Larry King in all-night radio and later spanning 37 years as a financial advisor, Mitch brings a rare and battle-tested perspective on what it takes to get known in today's marketplace. Together, they explore why AI and shifting client expectations are reshaping financial services into its most significant era yet, and what separates the advisors who will thrive from those who will be left behind. The conversation is equal parts strategic and personal, grounded in real stories and hard-won lessons from decades at the intersection of media, markets, and client relationships.
Key highlights include:
- Answer engine optimization and what it means for advisors
- Why LinkedIn comments are your highest ROI activity
- Why personal storytelling outperforms credentials every time
- How AI should free you up for more high-touch work
- The compounding effect of one dedicated hour a day on your business
- Two lessons from Larry King that shaped Mitch's entire career
Tune in for a practical, energizing conversation on visibility, authenticity, and what it really means to get known in the modern advisory business.
