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 213 - How to Develop Your Executive Presence — With Steve Kosch
Episode 212 - PR Strategies That Get Advisors the Most Attention — With Warren Weeks
Episode 211 - Business Tips for a Dialed-In and Successful 2020
12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series
12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media
12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook
12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest
12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience
12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors
12 Days of Marketing - Episode 6 — Podcast Coaching Tips
12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now
12 Days of Marketing - Episode 4 — 4 Benefits of Niche Marketing for Advisors
12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team
12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process
12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer
Episode 210 - Make Your Story The Message with Chris Smith
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1
Episode 209: How to Become a Great Podcaster— With Tim Wohlberg
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlström
B2B Agility™ with Greg Kihlström
The Goal Digger Podcast