Monthly Archives: January 2022

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Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos

Advisor, Education, Finance, Financial, , , , , , , , ,

The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued.

Sherri Palle and Elaine Christakos, long-time financial professionals, Pareto Systems’ Business Coaches, and financial women’s advocates know this first hand.

In this episode, Duncan talks to Sherri and Elaine about their company, The Women are Here, how they strive to help women in finance both in their personal and professional lives and reveal useful lifestyle advice to become the best version of yourself.

Sherri and Elaine discuss:

  • Why they launched their business The Women are Here, and the demand they seek to fulfill
  • What clients will achieve when they adopt The Women are Here strategy
  • How going ‘off script’ in your life can be beneficial
  • What Sherri and Elaine expect from their male team members 
  • And more

Resources: 

Connect With Duncan MacPherson:

Connect With Sherri Palle and Elaine Christakos:

About Our Guests:

Elaine is a Pareto Systems’ Business Coach, is a senior level results-oriented professional and strategist with over two decades of management and coaching experience in the financial services sector.  She has designed and implemented successful and proven practice management and relationship management training programs.  

Sherri is also a Pareto Systems’ Business Coach, fervently committed to helping financial professionals either fine-tune or completely reengineer their advisory practice to create success by systematizing and growing their practice. She will become fully entrenched in your business to provide the best advice possible.  She is known for her high-energy calls which provide motivation, enthusiasm, and thought provoking ‘aha moments’ – making these calls something the entire team looks forward to.    

The Women Are Here is an intelligent, innovative & caring alliance created to help women in wealth excel and elevate their advisory practice with the purpose of inspiring and elevating as many women as possible.

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Achieve Mastery of Family Dynamics With Jackie Wilke

Advisor, Education, Finance, Financial, , , , , , , , ,

As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road.

However, getting introductions to clients’ family members can be a challenge!

In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients for multiple generations by developing a Multi-Family Office (MFO) client experience.

Duncan and Jackie discuss:

  • How to demonstrate your genuine care for clients without seeming too sales-y
  • The “family phone call” exercise that positions you as a family advisor
  • Tips to help you navigate complex family conversations with clients
  • Content marketing ideas to create significant value for your target audience
  • The importance of building a multi-generational client base 
  • And more

Resources: 

Connect With Duncan MacPherson:

Connect With Jackie Wilke:

About Our Guest:

Jackie Wilke is a speaker, author, consultant, and coach for select partners of First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs, and VAs (to name a few) but also for its commitment to the growth of financial advisors. Jackie’s focus is business development and innovation including expertise in helping financial professionals, teams, and the next generation of high-net-worth individuals/households and multi-generational families. She is also the author of Insights & Innovations, a business development blog for financial professionals and enterprises.

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