Duncan MacPherson’s Post

Are you looking to grow your team in 2024? Discover "4 Steps to Building Your Dream Team," a webinar I am hosting on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing. Discover practical strategies for guiding your team through these stages, fostering collaboration, and setting the stage for sustained success. Whether you're assembling a new team or looking to enhance the performance of an existing group, this webinar will equip you with the tools and insights to lead with confidence and clarity. Join us to transform your team management approach and achieve remarkable outcomes. It's happening on 5.21.24 at 12 PM ET. Comment ‘Growth’ and I’ll DM you the meeting link.

Discuss! 🤣 Pretty sure this made sense at the time. I went old-school in a deep dive strategic planning conversation with a top group of Prospera Financial professionals in Dallas. We discussed thought leadership, intellectual property, enterprise value, scaling up and AI. Thanks to First Trust for the assist.

Do you struggle asking for referrals? This is an excerpt from episode 57 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, The Original 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

Beyond COIs: Building Trust with Centers of Influence Struggling to attract ideal clients through Centers of Influence? Discover the power of niching down and clear differentiation. Learn how financial advisors can educate COIs on their unique value proposition and attract the right referrals. Explore strategies to build trust and position yourself as the "right fit" for their clients. Stream the entire podcast by clicking the link in the comments below 👇 #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel

You don’t need to shy away from referrals!   If you know the right language (phrases or scripts), you can ask for referrals without coming across as pushy.   Tune in to the latest episode of Always On to uncover the language of referrals with Bill Cates, The Original Referral Coach by clicking the link in the comments below 👇   #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel

Scarcity Adds Referability This is an excerpt from episode 57 of the ‘Always On with Duncan MacPherson' financial advisor podcast featuring Bill Cates, The Original 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

Attract Your Ideal Clients Are you attracting the right clients? Tired of unqualified referrals? Discover a proven strategy to attract the perfect clients through referrals. Learn how to communicate your ideal client profile and demystify the referral process for your network. Explore how this approach builds trust, strengthens client relationships, and leads to more successful referrals. Stream the entire podcast by clicking the link in the comments below 👇 #businessdevelopment #practicemanagement #referrals #financialadvisors #wealthmanagers #thenextlevel