Episode Details

In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way?

Are your clients well-equipped to tell your story for you and be your biggest advocates?

Join Duncan MacPherson and Mike “Cy” Cajthaml Jr., a business consultant at Pareto Systems, as they delve into the power of client advisory councils in uncovering unmet needs, elevating the client experience, and achieving professional contrast. You will learn a turnkey approach to simplify the process and make client advisory councils a routine best practice.

They discuss:

• The complete process and logistics from ramp-up to execution to follow-through (with an example)
• How to conduct effective, agenda-driven discussions that lead to actionable insights
• How to position the idea of advisory councils to your clients for the first time
• Why client feedback can result in improved referability
• The added benefit of finding a renewed sense of purpose for advisors
• And more

Resources:

• The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Mike:

• mikecy@paretosystems.com
• LinkedIn: Mike “Cy” Cajthaml Jr.

Promotions:

• The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
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About Our Guest:

Mike “Cy” Cajthaml Jr. has distinguished himself in the financial services industry over a remarkable 17-year career, marked by his vibrant and effective leadership style. He’s deeply committed to enhancing business and practice management strategies,