Episode Details

Have you ever had one of your best clients leave because they felt they outgrew you?

If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution.

In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).

Duncan and Chris discuss:

• The ideal number of clients you should serve to elevate your client experience
• Three questions to help you determine if an MFO model is right for you
• What it means to build a “brand within a brand” — and how it benefits you
• The pursuit of self-actualization for today’s advisors
• And more

Resources: 

• “The Advisor Playbook: Regain liberation and order in your personal and professional life” by Duncan MacPherson and Chris Jeppesen
• “The Road Ahead” by Bill Gates, Nathan Myhrvold, and Peter Rinearson
• “Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company” by Andrew S. Grove
• “Entitlemania: How Not to Spoil Your Kids, and What to Do If You Have” by Richard Watts

Connect With Duncan MacPherson:

• https://www.paretosystems.com/ 
• 1.866.593.8020
• LinkedIn: Duncan MacPherson

Connect With Chris Jeppesen:

• (800) 621-9533
• First Trust