Show Notes
What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before money goes into motion.
Join Duncan MacPherson for a milestone conversation with Chris Jeppesen, head of the advisor consulting group at First Trust Portfolios and, fittingly, the very first guest this podcast ever had. Duncan and Chris take the Pareto Principle a level deeper, the 80-20 within the 20, exploring how advisors can identify their ideal clients, build continuity for affluent families, and integrate alternative investments into a process that creates lasting value.
Key Highlights Include:
The Pareto Principle within the Pareto Principle
Defining your ideal client profile
Becoming the “chief continuity officer” for a family’s legacy
Building a family continuity blueprint
Creating a Value Added Support Team of strategic partners
Positioning alternatives as process, not product
Tune in for a milestone conversation on why the next chapter of your business may be less about acquisition and more about legacy.
Promotions
Pareto Systems Coaching: paretosystems.com
Practice Management Index (PMI): paretosystems.com/pmi (use coupon code BDR25 for a free breakdown report, a $99 value)
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 Chris Jeppesen
Website: ftportfolios.com
LinkedIn: Chris Jeppesen: linkedin.com/in/chris-jeppesen-316a27
About Our Guest
Chris Jeppesen joined First Trust in 1997 and has since met with thousands of brokers, advisors, and wealth managers, learning the elements that have the most meaningful impact on delivering a consistent investment experience, scalable growth, and predictable revenue. He heads the advisor consulting group at First Trust Portfolios, coaches a select group of advisors, and collaborates with the business development areas of firms with long-standing relationships with First Trust. Chris is the co-author of The Advisor Playbook and The Blue Square Method, and shares what he’s learned with thousands of advisors each year as a frequent guest speaker at financial advisor conferences across the country.
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