Duncan's Featured Presentation 2016:
Total Client Engagement: Become their Personal CFO
With the commoditization of the financial services industry, and the volatility in the market place there has never been a better time to be more relevant to your clients. In uncertain times, clients have anxiety and apprehension, and you need to help them look to the future with anticipation. Duncan MacPherson's process will unlock your full potential when it comes to consistent client acquisition and sustainable client retention, by dialing in a combination of proven strategies that elevate you above the competition and empower you fully with your clients.
This presentation will help you to:
- De-commoditize your core solutions
- De-personalize and professionalize the client experience
- De-mystify how you are perceived and described