Advisors, are you looking for ways to rejuvenate your client relationships? Creating a meaningful impact in their lives is only a part of it. Its equally important that your clients know (and appreci

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacencyand entitlement! In this episode, Du

People are bombarded with hundreds of emails and messages daily. In a world dominated by digital communication, you need to do something that stops your clients in their tracks. You have to snap them

Selling a business is a once-in-a-lifetime opportunity for many advisors. Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterpr

The Power of Partial Sale for Financial Advisors Business Transition In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial fin

Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks? In this episode, Duncan MacPherson speaks with Kevin Mulhern, CEO and co-founder of

The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client relationship! In this episode, Duncan MacPherson s

Are you 10 years or less from selling your practice? If so, now is the time to start thinking about your succession plan so you can maximize your lifes work (i.e., your business valuation). In this e

Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigueThese are all key pieces of the bigger puzzle: How to grow your practice to the next level? In this epi

Sometimes, the best way to grow upmarket is to grow down or right-size your business. This can require advisors to adopt changes that seem counterintuitive at first such as disassociating from cer