Episode Details

When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth.

That’s why it’s crucial to build a bench strength that serves your clients at all levels!

In this episode, Duncan joins Scott Hamilton, a master coach to financial advisors and part of the Pareto Coaches Network. They talk about how advisors can attract and serve high-net-worth clients through a multi-family office (MFO) experience.

Scott discusses:

• How to minimize the risk of losing clients after major liquidity events
• How to build a Value-Added Support Team (VAST) that fulfills your clients’ evolving needs
• Ways to prepare clients for the “suddenly affluent” phase well ahead of time
• The self-actualization benefits of building an MFO
• And more

Resources: 

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

Connect With Duncan MacPherson:

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

Connect With Scott Hamilton:

• InKnowVision LLC
• LinkedIn: Scott Hamilton

About Our Guest:

Over the years, Scott Hamilton built a successful estate and tax practice and a nationally known wealth strategies firm. He now devotes much of his professional time to a select group of financial advisors who are looking to consistently attract and retain great clients, run a more efficient and profitable practice, elevate the client experience, drive enterprise value, and deploy a scalable growth model. His coaching clients now range from smaller boutique practices to a large multi-advisor RIA firm with over $2 Billion in assets under management. Scott is also certified with Pareto Systems, where he is currently deploying the Pareto process with several of his most successful clients.