Top Advisor Podcast

#80 Building Strong Strategic Partnerships with Duncan MacPherson

Listen Later

What would you call a strategic partner if not a center of influence?

Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to more seamless client referrals and stronger connections. Learn how to build a comprehensive, value-driven network of partners that enhances your client experience and ultimately, your bottom line.

Duncan discusses: 

  • (08:49) Why “centers of influence” should be replaced by “strategic partnerships”
  • (15:08) The difference between influencers, advocates, and strategic partners
  • (21:01) How to approach and develop valuable strategic partnerships
  • (37:35) Productivity vs. busyness and the importance of building a sustainable business
  • …And more!

    • Sponsors:

    • SHOW SPONSOR: ProudMouth
    • EPISODE SPONSOR: IronClad Family  |  Holistic Advisor Guide
    • EPISODE SPONSOR: Harbor Capital Advisors  |  LinkedIn: Harbor Capital Advisors

      • Resources: 

      • RapidFire Referrals
      • Get a copy of “The Language of Referrals”
      • Get a copy of “Radical Relevance”

        • Connect With Bill Cates:

        • [email protected]
        • Referral Coach Homepage
        • Hire Bill for Coaching
        • Enroll in The Cates Academy

          • Connect With Duncan MacPherson:

          • Pareto Systems Consulting
          • LinkedIn: Duncan MacPherson
          • Always On with Duncan MacPherson

            • About Duncan MacPherson:

            Duncan MacPherson, driven by a deep passion for unlocking potential, steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.

            ...more
            View all episodesView all episodes
            Download on the App Store
            Top Advisor PodcastBy Bill Cates
            • 4.7
            • 4.7
            • 4.7
            • 4.7
            • 4.7

            4.7

            37 ratings

            More shows like Top Advisor Podcast

            View all
            Mad Money w/ Jim Cramer by CNBC

            Mad Money w/ Jim Cramer

            4,066 Listeners

            Motley Fool Money by The Motley Fool

            Motley Fool Money

            3,218 Listeners

            Masters in Business by Bloomberg

            Masters in Business

            2,178 Listeners

            The Meb Faber Show - Better Investing by The Idea Farm

            The Meb Faber Show - Better Investing

            940 Listeners

            Capital Ideas Podcast by Capital Group

            Capital Ideas Podcast

            283 Listeners

            Animal Spirits Podcast by The Compound

            Animal Spirits Podcast

            2,024 Listeners

            Wall Street Breakfast by Seeking Alpha

            Wall Street Breakfast

            1,041 Listeners

            The Compound and Friends by The Compound

            The Compound and Friends

            2,107 Listeners

            The Long View by Morningstar

            The Long View

            917 Listeners

            Thoughts on the Market by Morgan Stanley

            Thoughts on the Market

            1,298 Listeners

            Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

            Kitces and Carl - Real Talk for Real Financial Advisors

            241 Listeners

            Excess Returns by Excess Returns

            Excess Returns

            88 Listeners

            Barron's Advisor by Barron's Advisor

            Barron's Advisor

            114 Listeners

            The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

            The Efficient Advisor: Tactical Business Advice for Financial Planners

            134 Listeners

            The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

            The Great Retirement Debate with Ed Slott & Jeffrey Levine

            150 Listeners