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Listen "#80 Building Strong Strategic Partnerships with Duncan MacPherson"
Episode Synopsis
What would you call a strategic partner if not a center of influence?
Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to more seamless client referrals and stronger connections. Learn how to build a comprehensive, value-driven network of partners that enhances your client experience and ultimately, your bottom line.
Duncan discusses:
(08:49) Why “centers of influence” should be replaced by “strategic partnerships”
(15:08) The difference between influencers, advocates, and strategic partners
(21:01) How to approach and develop valuable strategic partnerships
(37:35) Productivity vs. busyness and the importance of building a sustainable business
…And more!
Sponsors:
SHOW SPONSOR: ProudMouth
EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide
EPISODE SPONSOR: Harbor Capital Advisors | LinkedIn: Harbor Capital Advisors
Resources:
RapidFire Referrals
Get a copy of “The Language of Referrals”
Get a copy of “Radical Relevance”
Connect With Bill Cates:
[email protected]
Referral Coach Homepage
Hire Bill for Coaching
Enroll in The Cates Academy
Connect With Duncan MacPherson:
Pareto Systems Consulting
LinkedIn: Duncan MacPherson
Always On with Duncan MacPherson
About Duncan MacPherson:
Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.
Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to more seamless client referrals and stronger connections. Learn how to build a comprehensive, value-driven network of partners that enhances your client experience and ultimately, your bottom line.
Duncan discusses:
(08:49) Why “centers of influence” should be replaced by “strategic partnerships”
(15:08) The difference between influencers, advocates, and strategic partners
(21:01) How to approach and develop valuable strategic partnerships
(37:35) Productivity vs. busyness and the importance of building a sustainable business
…And more!
Sponsors:
SHOW SPONSOR: ProudMouth
EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide
EPISODE SPONSOR: Harbor Capital Advisors | LinkedIn: Harbor Capital Advisors
Resources:
RapidFire Referrals
Get a copy of “The Language of Referrals”
Get a copy of “Radical Relevance”
Connect With Bill Cates:
[email protected]
Referral Coach Homepage
Hire Bill for Coaching
Enroll in The Cates Academy
Connect With Duncan MacPherson:
Pareto Systems Consulting
LinkedIn: Duncan MacPherson
Always On with Duncan MacPherson
About Duncan MacPherson:
Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.
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