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 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
Special Episode: Going on The Offensive — With Coach Joe Lukacs
Episode 225: Embrace AI and Prosper— With DJ Sebastian
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
10 Mins with TAM - COVID -19 - Remote Work Options
Episode 223: Are You Scaling Your Credibility?
Episode 222: How to Master Tough Conversations With Clients — With David Wood
Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan
Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry
Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire
Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen
Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
Episode 216 - 8 Content Marketing Trends for 2020
Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino
Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino
Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino
Episode 215 - Why Your Online Reputation Matters — With Sameer Somal
Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell
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