From Clients to Legacy with Chris Jeppesen (Ep. 100)

What if the greatest opportunity to grow your business isn’t finding more clients, but creating more value for the ones you already have? In this milestone 100th episode, Duncan MacPherson explores how advisors become indispensable by deepening relationships and becoming the first call long before money goes into motion.

Join Duncan MacPherson for a milestone conversation with Chris Jeppesen, head of the advisor consulting group at First Trust Portfolios and, fittingly, the very first guest this podcast ever had. Duncan and Chris take the Pareto Principle a level deeper, the 80-20 within the 20, exploring how advisors can identify their ideal clients, build continuity for affluent families, and integrate alternative investments into a process that creates lasting value.

Key Highlights Include:

The Pareto Principle within the Pareto Principle

Defining your ideal client profile

Becoming the “chief continuity officer” for a family’s legacy

Building a family continuity blueprint

Creating a Value Added Support Team of strategic partners

Positioning alternatives as process, not product

Tune in for a milestone conversation on why the next chapter of your business may be less about acquisition and more about legacy.

Promotions

Pareto Systems Coaching: paretosystems.com