Webinar Invitation: Alternative Investments
How to Position Alternative Investments into your Process
In this live Pareto Systems webinar, Duncan MacPherson explores how advisors can strategically position alternative investments within their planning process - not as a product conversation, but as part of a deeper client engagement strategy.
As alternative investments become more mainstream, clients are increasingly researching opportunities and forming opinions before speaking with their advisor. The key question is: are you still the first call they make before a decision is made, or after?
Drawing from dozens of direct consultations with advisors who have successfully implemented this approach, Duncan will share how to strengthen trust, maintain fee-worthiness, and position yourself at the center of every important financial conversation - including investments outside your immediate process.
This session will also explore how proactive communication and "future pacing" can help advisors stay ahead of shifting client expectations while reinforcing their role as the trusted guide.
Key Takeaways:
- How to position alternative investments within your planning process
- Why becoming the "first call" matters more than ever
- Strategies to strengthen trust and increase client engagement
- How to maintain visibility across investments inside and outside your process
- Staying proactive to reinforce long-term fee-worthiness
Tuesday, June 23rd at 1:00 PM ET | 10:00 AM PT
Click to Register:
Busy at that time? No problem, all recordings and materials will be available for Turnkey Advisor Members.
