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Breaking the Status Quo: How Advisors Can Redefine Success

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Manage episode 509946430 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

0:00 – Introduction

3:21 – Professional scarcity: why focusing on fewer clients creates greater impact

5:12 – Shifting from book of business to real business

7:10 – Why client experience outweighs investment performance

9:15 – The law of familiarity and loyalty fatigue

14:23 – How to reset client relationships during a transition

18:16 – Fee worthiness and setting rules of engagement

25:03 – How processes and intellectual property drive valuation

29:12 – Depersonalizing your practice to build enterprise value

31:40 – The role of AI in practice management

34:17 – Balancing high-tech with high-touch in client relationships

40:23 – Breaking the status quo to unlock potential

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson

Visit Pareto Systems: https://www.paretosystems.com

Download Duncan’s AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

294 episodes

Artwork
iconShare
 
Manage episode 509946430 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

0:00 – Introduction

3:21 – Professional scarcity: why focusing on fewer clients creates greater impact

5:12 – Shifting from book of business to real business

7:10 – Why client experience outweighs investment performance

9:15 – The law of familiarity and loyalty fatigue

14:23 – How to reset client relationships during a transition

18:16 – Fee worthiness and setting rules of engagement

25:03 – How processes and intellectual property drive valuation

29:12 – Depersonalizing your practice to build enterprise value

31:40 – The role of AI in practice management

34:17 – Balancing high-tech with high-touch in client relationships

40:23 – Breaking the status quo to unlock potential

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson

Visit Pareto Systems: https://www.paretosystems.com

Download Duncan’s AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

294 episodes

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