Episode Details

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 Syste