<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    Achieving Professional Scarcity and Professional Contrast

    Achieving Professional Scarcity and Professional Contrast
    Apr 24
    2023
    Practice Management

    Recently I had the chance to join a very good friend, mentor and colleague of mine, Duncan MacPherson of Pareto Systems, on his podcast “Always On”.

     

    I joined Duncan to discuss the state of our industry as it continues to change and evolve with increasingly new technology and virtual based offerings. While technology in our business is an amazing thing, it can underscore opportunity gaps when it comes to perfecting and elevating the client experience while ultimately increasing the enterprise value of a firm… These things are the very foundations of the work we do with our advisors at USA Financial.

    Key topics discussed:

    • Why The Words Matter
    • The Human Nature Component in every client interaction
    • Creating Professional Contrast in an era where “in person” is getting lost while it is being valued more and more by clients
    • The difference between being “Referred” and “Introduced”
    • How Practices are becoming “Introduction Only”

    If you find the information interesting and want to discuss further, contact me here.

    Author Info

    Related Posts

    Turning Everyday Interactions Into Advocacy
    Practice Management

    Turning Everyday Interactions Into Advocacy

    In this episode Aaron Grady takes a deep dive into the concept of "moments of truth"—those pivotal life and financial events that offer powerful opportunities for advisors to deepen client relationships. Whether planned or unexpected, these moments allow you to go beyond money management and truly show up for your clients as a trusted partner in their life journey.
    Stop Wasting Time: Automate Your Client Scheduling with GReminders
    Practice Management

    Stop Wasting Time: Automate Your Client Scheduling with GReminders

    In this episode of The Rare Advisor, host Aaron Grady sits down with Dan Garrett, co-founder of Advisor Digital, to explore how financial advisors can automate and streamline their surge meeting schedules using GReminders. Learn how GReminders integrates with your CRM, sends automated reminders, supports compliance, and frees up your calendar for what matters most. Whether you're a solo advisor or running a growing team, this episode will show you how to reclaim time, boost professionalism, and simplify your tech stack with smarter scheduling.
    Enhance Your Client Experience and Grow Your Practice with This Simple Tool
    Marketing

    Enhance Your Client Experience and Grow Your Practice with This Simple Tool

    In this episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you.