Duncan MacPherson’s Post

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.

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.