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!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Harbor Capital Advisors
- LinkedIn: Harbor Capital Advisors
- IronClad Family
- Holistic Advisor Guide
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect 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.
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