Duncan MacPherson’s Post

Sometimes pruning needs to occur to activate new growth. Sometimes the cut needs to be more dramatic. Nature reminds us that rebirth and renewal can occur after cutting out the rot.

In Point Clear, Alabama at the spectacular Grand Hotel along with Ben Mills at First Trust discussing The On-Ramp to Growth - a proven process to convert clients into referral generating advocates.

Don't just react! This is where the client experience kicks in Watch the full video, "The Secret to More Client Referrals", where I discuss the powerful client experience formula used by Pareto Systems’ top financial advisor clients. Link in the comments below. #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel

I hope you can join me for this insightful webinar on mastering transitions in financial advisor firms! Date: Tuesday, April 23, 2024 Time: 12pm - 1pm ET Discover how to: • Select the perfect firm for your goals & clients • Communicate your move with confidence • Excel in your new environment Register now at https://lnkd.in/g3_F9H7s and let's navigate this transition together! #webinar #financialadvisors #transition

The Secret to More Client Referrals 12-4-2 Client Experience Formula (Financial Advisors) Struggling to get client referrals? Discover the powerful 12-4-2 client experience formula used by Pareto Systems’ top financial advisor clients. Learn how to move beyond reactive communication and create a proactive strategy for building stronger client relationships, triggering referrals, and attracting high-quality prospects. Watch now and unlock the secrets to becoming more referable! If you like this video 😍, check out out my YouTube Channel "Duncan MacPherson", and Subscribe for videos like this and much more. My channel is dedicated to helping you improve client relationships, create a steady stream of quality referrals, and optimize your business strategies. Don't miss out on valuable insights to take your practice to the next level! (We add more videos on YouTube then LinkedIn 😉) YouTube Link in Comments. #bestpractices #financialadvisors #thebluesquaremethod #thenextlevel

So great to have an in-depth conversation with Alissa Todd and Mike Woitkoski Personal CFO about incrementally deploying proven practice management strategies that elevate the client experience. The advisor community at The Wealth Consulting Group is relentlessly refining and optimizing their approach to stewardship.

In Las Vegas with Craig Pierce at First Trust as well with Jimmy Lee and Andrew D'Addio at The Wealth Consulting Group discussing proven strategies with an exceptional group of financial professionals who relentlessly strive to elevate the client experience and making life better.

Is intergenerational wealth transfer a concern for your clients?   Well, it might be time to get all generations together in one room and have a family meeting! 💬   This week on the Always On podcast, Thomas Deans and I discuss how successful advisors use "facilitated family meetings" to help their clients with a smooth wealth transfer.   Tune in now, or download this episode for later by clicking the link in the comments below ⬇ #podcast #businessdevelopment #practicemanagement

How to Talk Wealth Transfer with Family The Magic of Family Meetings: Why Bringing Everyone Together is Easier Than You Think Worried a family meeting will trigger family drama? Fear not! This clip reveals why narcissists typically avoid these meetings. Discover how family meetings can actually strengthen your bond and how a client's resistance might be a red flag. How do you facilitate family meetings? Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients by clicking the link in the comments below ⤵ #podcast #businessdevelopment #practicemanagement #financialadvisors

Are you (Financial Advisors) prepared to do the work? Listen to the full podcast episode to learn best practices on how financial advisors can arrange a family meeting with their clients, link in the comments. #podcast #businessdevelopment #practicemanagement