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Listen "Achieving Professional Scarcity and Professional Contrast with Steve Phillips (Ep. 38)"
Episode Synopsis
Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How to grow your practice to the next level?
In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy.
They discuss:
The importance of combining technological aids with the “human touch”
Shoot Your Trailer: an effective strategy to articulate your value to prospective clients
How to improve the quality of your referrals (in other words, duplicate your best clients)
How to deepen your client relationships amidst volatile markets
Why small gestures can go a long way in improving your overall client experience
And more
Resources:
Shoot Your Trailer
Lavish Cards
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Steve:
USA Financial
The Advisor Protocol
LinkedIn: Steve Phillips
Promotions:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
ProudMouth – Be Your Own Loud
About Our Guest:
Steve Phillips is the Chief Practice Management Officer at USA Financial. He is a longtime friend and partner of Duncan MacPherson and the entire Pareto Systems team, having first engaged with Pareto as a client in 2010. With over 25 years of experience in the financial services industry as a speaker, team leader and passionate educator, Steve was an early adopter of the processes around practice management, business refinement and client acquisition. It was a natural next step for Steve to become a Pareto Certified Practice Management Consultant, and part of the Pareto Coaches Network.
In this episode, Duncan MacPherson speaks with Steve Phillips, chief practice management officer at USA Financial and a business consultant at Pareto Systems. They share best practices and timeless principles to help advisors build profound client relationships that lead to advocacy.
They discuss:
The importance of combining technological aids with the “human touch”
Shoot Your Trailer: an effective strategy to articulate your value to prospective clients
How to improve the quality of your referrals (in other words, duplicate your best clients)
How to deepen your client relationships amidst volatile markets
Why small gestures can go a long way in improving your overall client experience
And more
Resources:
Shoot Your Trailer
Lavish Cards
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Steve:
USA Financial
The Advisor Protocol
LinkedIn: Steve Phillips
Promotions:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
ProudMouth – Be Your Own Loud
About Our Guest:
Steve Phillips is the Chief Practice Management Officer at USA Financial. He is a longtime friend and partner of Duncan MacPherson and the entire Pareto Systems team, having first engaged with Pareto as a client in 2010. With over 25 years of experience in the financial services industry as a speaker, team leader and passionate educator, Steve was an early adopter of the processes around practice management, business refinement and client acquisition. It was a natural next step for Steve to become a Pareto Certified Practice Management Consultant, and part of the Pareto Coaches Network.
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