Duncan MacPherson’s Post

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

Do You Deserve 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

Closing the gap on referrals: If you received six referrals in the last 12 months, you were probably talked about and endorsed 30 times. 🔊 It’s about a five-to-one ratio between endorsement and introduction. Closing that gap is not only where the lowest-hanging fruit lives, but your growth model elevates you from transacting – trading time for money and pumping up a leaky tire – to a more predictable, efficient and durable approach.  ⏳ With advocates, you’re not selling something, you’re building something. 🏘 Like owning a home versus renting, you’re building equity along with pride in ownership. Basic customer and client acquisition through various marketing strategies alone is practical but can be anticlimactic because it's a transaction without any lasting, long term benefits. Before you know it, the rent is due, meaning you have to go out and find more clients. Advocate conversion, on the other hand, means that you are consistently being found by new clients. When you nurture advocacy conversion in your business, you look back on the old client acquisition model and realize that it was more costly and there was far more friction.  🤝 There are few things more rewarding than cracking the conversion code - not convincing new people, but instead working with people who are already convinced and showing them why, to whom and how to convince others. We are going to walk you through that proven process throughout this book. 📖 This is taken from my book The Blue Square Method. Download the first chapter free at: thebluesquaremethod.com 

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