Duncan MacPherson’s Post

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Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

Math Wins: From Endorsements to Introductions 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… Read the full article below 👇 #businessdevelopment #practicemanagement #introductions #referrals #strategy #referralstrategy #wealthprofessionals #wealthmanagers #financialadvisors #advisors #feeforserviceprofessionals  #thebluesquaremethod #theadvisorplaybook #thenextlevel

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