Duncan MacPherson’s Post

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

Financial advisors, are you contemplating a firm move? Let's make it a confident transition! I'm hosting a webinar on April 23rd to guide you through key considerations. Learn how to find the ideal firm, communicate effectively with clients, and build a successful practice in your new home. #webinar #practicemanagement #businessdevelopment #thebluesquaremethod

The Intergenerational Wealth Game: Why Advisors Should "Eat Their Own Cooking” Financial advisors preach family planning, but do they practice it themselves? This clip exposes a shocking truth: many advisors haven't created a will or held a family meeting. Discover a powerful interview question to uncover if your advisor truly understands the "intergenerational wealth game." 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

Looking forward to this one!

The wealth transfer tsunami is here. 🌊   Are you prepared to guide your clients through this challenging transition?   As the first generation looks to pass on their legacy and the next generation looks to responsibly steward their inheritance, the advisor will play a crucial role in the process!   Tune in to the latest "Always On" podcast where Thomas Deans and I share how you can be a valuable resource for your clients by clicking the link in the comments below ⬇   #podcast #businessdevelopment #practicemanagement