Monthly Archives: August 2024

Empowering Financial Advisors: Core Values, Work-Life Balance, and Client-Centric Strategies with Sybil Verch (Ep. 63)

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

Balancing client needs, industry best practices, and personal life can be challenging in financial services.

How do you maintain integrity while fostering client relationships and achieving work-life balance?

In this episode, Duncan MacPherson chats with Sybil Verch, wealth advisor, TV show host, and author. Together, they explore themes such as benevolence and charitable giving, the distinction between transactional sales and directional stewardship, and how these practices foster deeper client relationships.

Listen in to gain actionable insights on maintaining work-life harmony, positioning charitable giving within client relationships, and transitioning from aggressive sales tactics to a nurturing, long-term business strategy.

Sybil discusses:

  • Inspiring women in finance through her book, The Female Edge
  • The shift from transactional salesmanship to providing long-term value for clients
  • Customizing work-life solutions and setting boundaries for personal fulfillment
  • Effective strategies for decommoditizing your value and maintaining professional integrity
  • Integrating philanthropy into professional practice to create a lasting legacy
  • And more

Resources:

Connect With Duncan MacPherson:

Connect With Sybil Verch:

Promotions:

About Our Guest:

Sybil Verch, with her 30+ years of industry experience and a former executive role at Raymond James Ltd., is focused on serving an exclusive group of C-Suite Executives and successful entrepreneurs. She provides them with the best tools and platform in the industry to help them feel in control of their financial situation and achieve their life goals. Whether it’s about nearing retirement and ensuring adequate income for life, managing stock options, reducing taxes, funding new adventures, taking care of family, giving back to the community, or leading a corporation to new heights through increased market share, Sybil believes that success is dependent on the successful implementation of a strategy.

In order to expand her reach beyond the select clients she personally works with, Sybil hosts and produces a nationally broadcast financial literacy talk show, The Wealthy Life. Her aim is to help Canadians make smart financial decisions to make the most of what they have. She offers real-world, no-nonsense advice to educate individuals on how to better deal with financial challenges. Sybil interviews guest experts on topics such as increasing cash flow, business succession planning, tax saving tips, retirement & estate planning, risk management, and investment options.

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Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)

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

Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics?

This week on The Always On Podcast, Duncan MacPherson sits down with Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast.

The discussion pivots around the significance of client acquisition, growth, and productivity from the perspective of stewardship rather than salesmanship.

You will gain valuable insights into refining their client acquisition strategies, enhancing onboarding processes, and developing a sustainable service model that transforms clients into advocates.

They touch on:

  • The difference between salesmanship and stewardship in client acquisition
  • How to craft a fit process to attract clients without chasing them
  • Strategies for a comprehensive onboarding process that leads to client advocacy
  • The importance of maintaining an effective ongoing service model
  • And more!

Resources:

Connect With Duncan MacPherson:

Connect With Daniel Burns:

Connect With Stephen Comerford:

Promotions:

About Daniel Burns:

Daniel Burns is a seasoned professional with 22 years of experience in Sales and Management. His first decade was marked by remarkable achievements, including the Top Sales Award, entry into the Presidents club, and substantial annual bonuses.

In the last decade, his focus shifted towards making significant contributions. He constantly asks, “Who can I assist? How can I provide support?” His goal is to coach and support others, striving to enhance their success.

A true leader, Daniel believes in the continuous development of oneself while aiding others in their growth. His mission is to evolve into his best version while assisting others in achieving the same, focusing on the mind, body, and sales. His journey is a testament to his leadership and dedication.

About Stephen Comerford:

Stephen Comerford’s extensive career has been characterized by his results-driven approach as a sales and marketing leader. His energy, positivity, and focus on results have been the foundation of his success. He has always ensured strong internal relationships and has been hands-on in developing the business strategies that have helped him succeed in a highly competitive marketplace.

Over the years, Stephen has developed a unique skill: the ability to sell-up to senior leaders, sell-across to internal stakeholders, and sell-down to frontline salespeople. His focus has always been on making the people around him and those he interacts with successful.

Stephen has had the privilege of working for several renowned companies, including Pitney Bowes, Xerox, Ricoh, Canon, and Canada Post.

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