Show Notes
Two forces are converging right now that will define which advisors become indispensable and which ones become obsolete. One is artificial intelligence. The other is alternative investments. Duncan MacPherson calls them the two AIs, and in this episode, he and Matt Doran break down exactly what each one means for the future of advisor value.
Join Duncan MacPherson for a wide-ranging conversation with Matt Doran, Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm supporting over 112 practices and approximately $52 billion in prehire assets. Matt brings more than 20 years of experience as a CFP and holds a master’s in taxation from Villanova University. Both forces are raising the bar for what advisors need to offer, and both are creating a gap between those who see the opportunity and those who don’t. The gap between advisors who get this and those who don’t is only going to widen. This conversation is worth your time.
Key highlights include:
Why the public markets universe is shrinking and what it means for advisors
Positioning alts diagnostically, not prescriptively
The shift from COIs to strategic partners
Why the process is the offering
How liquidity events redefine who’s in the room
Why complexity is the greatest fuel for referrals
The iceberg problem: being your own best-kept secret
Tune in for a rich, substantive conversation on the evolving role of the financial advisor, what fee worthiness really looks like in today’s environment, and how the advisors who will be indispensable tomorrow are positioning themselves right now.
Promotions:
Pareto Systems – Turnkey Advisor Membership: paretosystems.com/turnkey-advisor-membership
Alternative Investment Masterclass: paretosystems.com/alternative-investments-masterclass
Connect With Duncan MacPherson:
Website: ParetoSystems.com
Toll Free: 1.866.593.8020
Learn More: Schedule a Call: paretosystems.com/schedule-a-call
LinkedIn: Duncan MacPherson: linkedin.com/in/duncanmacpherson
Connect With Matt Doran:
Website: andpartners.com
LinkedIn: Matt Doran: linkedin.com/in/matthewdoran14
About Our Guest:
Matt Doran is Leader of Advanced Planning at &Partners, a rapidly growing wealth management firm founded by former Wells Fargo leaders and headquartered in Nashville and St. Louis. With more than 20 years of experience as a CFP and a master’s in taxation from Villanova University Law School, Matt has spent his career at the intersection of complex planning and advisor practice development. A former principal at Edward Jones and founder of Sage Wealth Planning, he now helps advisors and their clients navigate the growing complexity of wealth management, with deep expertise in alternative investments, tax planning, charitable structures, and liquidity event strategy. Matt lives in Elk Rapids, Michigan.
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