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What would you call a strategic partner if not a center of influence?
Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to more seamless client referrals and stronger connections. Learn how to build a comprehensive, value-driven network of partners that enhances your client experience and ultimately, your bottom line.
Duncan discusses:
- (08:49) Why “centers of influence” should be replaced by “strategic partnerships”
- (15:08) The difference between influencers, advocates, and strategic partners
- (21:01) How to approach and develop valuable strategic partnerships
- (37:35) Productivity vs. busyness and the importance of building a sustainable business
- …And more!
Related: 12 Ways to Win Referrals Without Being Awkward in 2025