Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)

There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.

Adding a coaching dynamic to your practice can help you win and retain clients in the long run.

In this episode, Duncan MacPherson talks to Jeff Ambrose, business consultant at Pareto Systems. They share strategies to create professional contrast as the financial industry becomes increasingly commoditized.

Jeff discusses:

  • Action items that every advisor should have on their client meeting agenda
  • Why clients might be seeing only 5% of your total value (and how to fix it)
  • How coaching improves your relationships — especially with high-net-worth clients
  • The underrated benefits of goals-based planning
  • And more

Connect With Duncan:

Connect With Jeffrey:


About Our Guest:

Jeff Ambrose has 20 years of experience in the financial services industry working with successful advisory teams through his wholesale relationships. He has consistently met and exceeded goals in every aspect of his career; growing revenue with existing clients, attracting new clients, and turning around failing territories resulting in consistent promotions leading up to Senior Vice President and, most recently, Partner.

Jeff’s success in the industry has been driven by his talent for crafting winning strategies. Putting relationships first, focusing on value that is accretive to an advisor’s practice, and positioning himself as a true strategic partner has allowed him to enjoy tremendous success at the firms he’s represented. His passion, and his talent as a mentor and coach, became well-known to his leadership, peers and advisors. He has been dedicated to helping advisors implement strategies to grow their business; such as turn clients into advocates, and competitor-proof and brand their practice. Jeff now works with select groups of advisors helping them attain their professional and personal goals through proven Pareto processes.