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 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
12 Days of Marketing - Goal Setting
12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
12 Days of Marketing - Why Do a Plan?
Ep 127 - Getting Holiday Social with Kaley Lewis
Ep 126 - Being a Category of One with Joe Calloway
Ep 125 - Hosting a Successful Seminar with Mike Thurman
Ep 124 - The Value of Tech Integration with Kristen Schmidt
Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
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