Duncan MacPherson’s Post

The Referral Mindset Shift: It's Not About You (Financial Advisors) Struggling to get referrals? Discover the secret! Learn how to shift your focus from "getting" to "giving value." Explore how a client-centric approach that prioritizes your client's well-being can unlock a natural flow of referrals. This is an excerpt from episode 57 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship.  Stream the entire podcast by clicking the link in the comments below 👇 #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel

Great clip from my recent podcast. We discuss finding language that works, when speaking to clients about introductions (referrals). This is an excerpt from episode 57 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship. Stream the entire podcast by clicking the link in the comments below 👇 #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel

The Secret to Earning Referrals: Shifting Your Mindset Financial advisors: Learn how to shift your mindset from "asking" to "earning" referrals. Explore strategies to build relationships so strong, clients naturally want to introduce you to their network. Discover the power of "being referable" and creating remarkable client experiences. This is an excerpt from episode 57 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship

NEW EPISODE OUT NOW! The Language of Referrals with Bill Cates - Always On with Duncan MacPherson, Ep. 57 Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs? When asking for referrals, your words matter! Catch my conversation with Bill Cates, Referral Coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship. We highlight the biggest barriers to referrals and how to overcome them by using the right language. We also discuss: • Subtle word choices that have a profound impact on your referability • How to attract more of your “ideal clients” • How to build trust with centers of influence • Sample scripts and power phrases that you can instantly apply to your conversations • And more Find the link to the latest episode in the comments below 👇 We’d love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out! #podcast #businessdevelopment #practicemanagement

Missed yesterday’s "Smooth Move: Mastering the Transition" webinar hosted by yours truly? Catch the webinar replay here: paretosys.co/web_sm

The Power of Gratitude: A Fuel for Resilience In a world obsessed with achievement, we often overlook the importance of gratitude. Yet, cultivating an attitude of gratefulness can be the secret weapon that fuels our success. 🏆 Here's why: • Gratitude fosters resilience: When things get tough, gratitude reminds us of what we have. It strengthens our "adversity quotient" (AQ) - the ability to bounce back from setbacks. • It shifts our perspective: Gratitude moves our focus from lack to abundance. This positive mindset fuels motivation and persistence. • Science backs it up: Nikola Tesla, a pioneer of electricity, believed the key to the universe lies in understanding frequency and vibration. Gratitude, like positive emotions, vibrates at a high frequency, potentially influencing the energy around us. There's a difference between knowledge and wisdom. Knowledge is information, but wisdom applies that knowledge with understanding and compassion. Gratitude is a key element of wisdom. 🙏 So, how can we cultivate gratitude? • Reflect on the good things in your life, big or small. • Practice expressing thanks to others, both verbally and through your actions. • Keep a gratitude journal and write down things you're grateful for each day. By incorporating gratitude into your daily routine, you can unlock a powerful force that will propel you forward on your journey to success. 🚀 What are you grateful for today? Share in the comments below 👇

Join my upcoming webinar, commencing shortly! Seats are still open, so secure yours now by registering at paretosystems.com/webinars Even if you can't attend live, register anyway, as a link to the recording will be sent afterward. #webinar #businessdevelopment #practicemanagement

Our professional aspirations fuel us Our personal appreciation grounds us We take, on average, 22,000 breaths a day Our hearts beat, on average, 100,000 times a day And, for most us, this happens without any thought or effort So, the next time we notice our heart in action, the next time we take a deep breath, let's keep in mind that someone, somewhere is drawing their last. In the spirit of taking nothing for granted, let's savor our good fortune and seize the day.

Your purpose adds fuel to your process. As a mentor said to long ago, "When your Why is clear, the How gets easier."

Unlock the Power of Gratitude: How It Fuels Success (IQ vs. AQ) Feeling stuck? Learn how gratitude can be the key to overcoming adversity and achieving your goals. I’ll explore the science of vibration and the importance of AQ (adversity quotient) compared to IQ. Discover practical tips to cultivate gratitude and increase your resilience. If you like this video 😍, check 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.