Duncan MacPherson’s Post

To paraphrase Herbert Spencer: "A wise financial professional knows that while they are a descendant of the past, they are a parent of the future." Stay true to your Why Keep refining your How

Financial Advisors: How to Talk to Clients About Updating Their Will (and Why It Matters) Don't lose clients when their wealth transitions! This clip equips financial advisors with powerful messaging to encourage clients to update their wills. Learn how initiating these discussions builds trust and strengthens your position as a valuable family advisor. This is an excerpt from episode 56 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Thomas Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” Stream the new episode "Transitioning Next-Gen Wealth" – Link is in the comments. 

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.