In what may be our most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of "Advisor Playback" one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.
Matt and Duncan dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with you business, and have satisified clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisifaction may be the key to turning around your business. Listen today!
LINKS: DUNCAN MACPHERSON | TOTAL CLIENT ENGAGEMENT | THE ADVISOR PLAYBOOK
Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)
Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales
Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans
Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules
Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams
Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Episode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Episode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Episode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
Episode 273 - How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis
Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success
Episode 271 - Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse
Episode 270 - How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer
Episode 269 - 16 Social Media Etiquette Rules for Financial Advisors
Episode 268 - The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton
Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell
Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
Episode 265 – How To Stop Being Involved in Every Aspect of Your Business
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