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 168 - Disability Awareness with Liz Travis Allen
Episode 167 - Worthwhile Content with Erica Gellerman
Episode 166 - The Happiness Factor with Christy Aleckson
Episode 165 - Reach, Engage, and Earn the Female Dollar with Barbara Provost
Episode 164 - Your Personal Financial Snapshot With Kyle Christensen
Episode 163 - The Power of Recruiting with Tim Martin
Episode 162 - 7 Podcast Tactics to Grow Your Business
Episode 161- The Top 10 Arguments Against Niche Marketing - And Why They're All Wrong!
Episode 160 - The Decommodification of Your Services with Kirk Lowe
Episode 159 - The College Money Academy with Kelly O'Connor
Episode 158 - Creating Compelling Business with Amit Dogra
Episode 157 - Provoking Brilliance with Machen MacDonald
Episode 156 - Education Planning with Priscilla ONeill
Episode 155 - Defining Global Leadership with Jodi Morris
Episode 154 - The Art & Science of Marketing with Andrew Healy
Episode 153 - Direct Response Marketing with Seth Greene
Episode 152 - Setting Realistic Social Media Goals with Ediri Obor
Episode 151 - Equal Pay Negotiations with Katie Donovan
Episode 150 - Part 3 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
Episode 149 - Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
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