Duncan MacPherson

They explain why you shouldn’t fear AI, but rather leverage it for content creation, research, client communications, and much more. #advisors #AI

The power of personalized gratitude in building lasting client relationships for financial advisors. #advisors

The significance of client acquisition, growth, and productivity from the perspective of stewardship rather than salesmanship. #advisors #growth

Discuss how to build intimate relationships through personalized, hand-made cards that your clients will treasure for years to come! #advisors #clients

The substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future. #advisors

The biggest value-add advisors offer to their clients does not lie in the rates of return. It lies in the advisor-client relationship

Ted has valuable insights on how to effectively navigate the sale of your business from start to end. #advisors #exit #business

If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience. #CX #advisors

Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. #advisors #growth

There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.

Purchasing power, operational processes, There are several nuances you might consider while screening potential buyers/sellers.

When the time comes to exit your business, the goal is to drive your enterprise value, and maximize your exit strategy. #advisors

How you can help your clients prepare their children for the real world, instead of spoiling them with free money. #money #finance

When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart.

How one of the best strategies a fee-for-service professional can do to take their relationship management to the next level. #advisors

How you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Do you know what’s keeping your clients up at night? For a lot of them, it's what happens to their hard-earned wealth when they pass away?

Videos can help you with client acquisition, establishing credibility, branding, and much more! #video #advisors #marketing

Proven strategies that will revitalize your team, reframe your client relationships and reignite your ambition to grow as a financial professional.

The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time. #advisors

Taking your business to the next level, so you can get the dollar amount you desire if and when you decide to sell. #advisors

When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong.

When your clients undergo a major liquidity event, they often expect a lot more from you than simply investing their newfound wealth.

Advisors often get asked by clients, “What will happen to me when you’re not around?” #advisors #life #business #success

As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. #advisors

Why multi-family offices are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth

A health-conscious culture drives productivity, performance, and self-actualization for every member of your company.

An approach that will help financial professionals become indispensable to their affluent clients, especially business owners. #advisors

What does it mean to be an advisor of the future? How can advisors become more productive over the next 10 years? #advisors #future

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? #advisors

Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it? #advisors #best #business