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Listen "A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12)"
Episode Synopsis
When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth.
That’s why it’s crucial to build a bench strength that serves your clients at all levels!
In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the Pareto Coaches Network. They talk about how advisors can attract and serve high-net-worth clients through a multi-family office (MFO) experience.
Scott discusses:
How to minimize the risk of losing clients after major liquidity events
How to build a Value-Added Support Team (VAST) that fulfills your clients’ evolving needs
Ways to prepare clients for the “suddenly affluent” phase well ahead of time
The self-actualization benefits of building an MFO
And more
Resources:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
Connect With Duncan MacPherson:
https://www.paretosystems.com/
1.866.593.8020
Duncan on LinkedIn
Connect With Scott Hamilton:
InKnowVision LLC
LinkedIn: Scott Hamilton
About Our Guest:
Over the years, Scott Hamilton built a successful estate and tax practice and a nationally known wealth strategies firm. He now devotes much of his professional time to a select group of financial advisors who are looking to consistently attract and retain great clients, run a more efficient and profitable practice, elevate the client experience, drive enterprise value, and deploy a scalable growth model. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management. Scott is also certified with Pareto Systems, where he is currently deploying the Pareto process with several of his most successful clients.
That’s why it’s crucial to build a bench strength that serves your clients at all levels!
In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the Pareto Coaches Network. They talk about how advisors can attract and serve high-net-worth clients through a multi-family office (MFO) experience.
Scott discusses:
How to minimize the risk of losing clients after major liquidity events
How to build a Value-Added Support Team (VAST) that fulfills your clients’ evolving needs
Ways to prepare clients for the “suddenly affluent” phase well ahead of time
The self-actualization benefits of building an MFO
And more
Resources:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
Connect With Duncan MacPherson:
https://www.paretosystems.com/
1.866.593.8020
Duncan on LinkedIn
Connect With Scott Hamilton:
InKnowVision LLC
LinkedIn: Scott Hamilton
About Our Guest:
Over the years, Scott Hamilton built a successful estate and tax practice and a nationally known wealth strategies firm. He now devotes much of his professional time to a select group of financial advisors who are looking to consistently attract and retain great clients, run a more efficient and profitable practice, elevate the client experience, drive enterprise value, and deploy a scalable growth model. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management. Scott is also certified with Pareto Systems, where he is currently deploying the Pareto process with several of his most successful clients.
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