Duncan MacPherson’s Post

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

7mo

New Rules mean New Opportunities The recent amendment by the Securities and Exchange Commission (SEC) to allow financial professionals to use testimonials has brought about a transformative change in the financial services sector. In this digital era the significance of online reviews is hard to overstate. Testimonials are emerging as a crucial tool for financial professionals to reinforce existing relationships and forge new ones. Read the full article below 👇 #businessdevelopment #financialadvisors #thenextlevel

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Andrew Giffin

Multi-Media Marketing Manager
7mo
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Very informative article about leveraging #clienttestimonials by Duncan MacPherson!

Duncan MacPherson

Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
7mo

New Rules mean New Opportunities The recent amendment by the Securities and Exchange Commission (SEC) to allow financial professionals to use testimonials has brought about a transformative change in the financial services sector. In this digital era the significance of online reviews is hard to overstate. Testimonials are emerging as a crucial tool for financial professionals to reinforce existing relationships and forge new ones. Read the full article below 👇 #businessdevelopment #financialadvisors #thenextlevel
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Michael Levangie

Accelerating Digital Transformation in the Work Anywhere World
9mo
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Today’s financial institutions face an increasingly complex regulatory landscape. In this article, Steve DeLaCastro, VP, Financial Services, shares his insights into the many compliance challenges that banks face, along with the technologies they can implement to address them. https://lnkd.in/g8FwvHCt
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Amol Agrawal

Author of History of Private Banking in South Canara District (1906-69), Blogger, Researcher, Teacher
9mo
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Are Digital Platforms a challenge or an oppotunity for financial regulators. In this article I discuss how the three regulators are responding to digital platforms.
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Jason Murphy

Ricoh Commercial and Industrial Printing Business Group
2mo
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Today’s financial institutions face an increasingly complex regulatory landscape. In this article, Steve DeLaCastro, VP, Financial Services, shares his insights into the many compliance challenges that banks face, along with the technologies they can implement to address them. https://lnkd.in/gU4ky6vQ
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Mark Phillips

Vice President, US Direct Sales at Ricoh USA, Inc.
9mo
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Today’s financial institutions face an increasingly complex regulatory landscape. In this article, Steve DeLaCastro, VP, Financial Services, shares his insights into the many compliance challenges that banks face, along with the technologies they can implement to address them. https://lnkd.in/eX68twyh
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