Articles From Duncan MacPherson View Profile

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  • What Separates the Best From the Rest?

    Duncan MacPherson, What Separates the Best From the Rest?

    As a coach in the financial services community, I continually ponder this very simple question: Why are some Financial Advisors more effective than others? 

    You already know that the quality of your client relationships is just as important as the quality of your advice. And while I will never trivialize the importance of providing sound financial strategies and solid investment decisions, they alone won’t guarantee success. In fact, it has been proven that there are three numbers in the combination that can unlock an advisors full potential: 

    • Sound investment advice
    • Consistent client relationship management
    • Predictable deployment of best practices 

    To validate this, we often scrutinize what separates the best from the rest in this business. We look at why some advisors are more successful than others and what it is they are doing that others don’t. 

    But what’s really fascinating is that this study transcends the financial services industry. The most successful consultants, accountants, dentists and other skilled professionals aren’t just effective at their core roles, they are also proficient at creating exceptional client experiences that lead to loyalty and refer-ability. 

More Articles From Duncan MacPherson » Demonstrating Leadership during Uncertain Times
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