Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!
Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.
You will learn:
Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!
Resources:
Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter
Create your
podcast in
minutes
It is Free