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 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle
Episode 207 - How to Find Your Resilience
Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister
Episode 205 - The Time for Succession Planning Is Now — With George Hartman
Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay
Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger
Episode 202 - The Evolution of Advisor Marketing
Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree
Episode 200 - Top Things We Have Learned in 200 Episodes
Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins
Episode 198 - Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia
Episode 197 - Magnetic Marketing and Operational Mastery — With Brittany Anderson
Episode 196 - 4 Steps to the Perfect Marketing Strategy
Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky
Episode 194 - How to Power up Your Marketing Today— With Mark Mersman
Episode 193 - Educational Seminars: A Valuable Item in an Advisor's Marketing Toolbox — With Mike Thurman
Episode 192 - 6 Ways Podcasts Make You a Better Advisor
Episode 191 - What does it take to build a million-dollar company?
Episode 190 - The Truth about Marketing ROI
Episode 189 - How to Differentiate Yourself and Influence Clients — With Jack Martin
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