September 21, 2021

Episode 23: A Tactical Approach to Business Development – With Duncan MacPherson

Episode 23: A Tactical Approach to Business Development – With Duncan MacPherson

Episode 23: A Tactical Approach to Business Development – With Duncan MacPherson

“I'm seeing advisors are outsourcing the technical ability to liberate them, to focus on what's proprietary to them.” - Duncan MacPherson Business development may sound imposing and intimidating, but it’s extremely important to continually develop to be efficient, sustainable and open to growth.In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach and keynote speaker on practice management to discuss tactical strategies for approaching your current client base.Listen + learn about:

  • How the last 16 months has segmented advisors into three distinct groups.
  • What those groups are.
  • Why being busy as an advisor doesn’t necessarily mean you’re being productive.
  • How to become an elite advisor.
  • The four key components of a typical interaction between a financial professional and the client.
  • And more!

Tune in to learn more about how advisors can seize development opportunities and re-introduce themselves to existing clients!Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems White Glove is proud to present Be Advised - Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

“I'm seeing advisors are outsourcing the technical ability to liberate them, to focus on what's proprietary to them.” - Duncan MacPherson Business development may sound imposing and intimidating, but it’s extremely important to continually develop to be efficient, sustainable and open to growth.In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach and keynote speaker on practice management to discuss tactical strategies for approaching your current client base.Listen + learn about:

  • How the last 16 months has segmented advisors into three distinct groups.
  • What those groups are.
  • Why being busy as an advisor doesn’t necessarily mean you’re being productive.
  • How to become an elite advisor.
  • The four key components of a typical interaction between a financial professional and the client.
  • And more!

Tune in to learn more about how advisors can seize development opportunities and re-introduce themselves to existing clients!Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems White Glove is proud to present Be Advised - Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

Episode 23: A Tactical Approach to Business Development – With Duncan MacPherson

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