Tag Archives: Advocacy

Making the American Dream a Reality: A Conversation with Sathya Chey Patterson (Ep. 70)

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

In this episode of the Always On Podcast, host Duncan MacPherson engages in a profound and inspiring discussion with Sathya Chey Patterson CFP®, Esq., AIF®, Managing Partner at Arise Private Wealth. Recognized as a 2023 Forbes Top Women Wealth Advisor and a 2024 AdvisorHub Advisors to Watch, Sathya shares her incredible journey from adversity to achievement, demonstrating the power of resilience and vision.

This conversation is divided into three compelling parts:

  1. Honoring the Past – Sathya’s remarkable personal story, including her family’s survival through the Cambodian genocide, and how those experiences shaped her perspective and purpose.
  2. Thriving in the Present – Insights into the strategies and tools she uses to differentiate herself as a financial advisor, from leveraging cutting-edge technology to building authentic client relationships.
  3. Designing the Future – Sathya’s vision for scaling her impact by empowering advisors and clients alike with a structured, values-driven approach to achieving financial independence.

Whether you’re a financial professional, a leader, or simply seeking inspiration, this episode delivers invaluable lessons on purpose, perseverance, and professionalism.

Resources:

Connect With Duncan MacPherson:

Connect With Sathya Chey Patterson:

About Our Guest:

Sathya is a trailblazing leader in wealth management, co-founder of Arise Private Wealth, and a dedicated advocate for empowering others through financial clarity and purpose. With nearly two decades of experience, she is renowned as a financial architect, crafting personalized strategies that secure her clients’ futures while helping them live purpose-driven lives. Her name, meaning “truth” in Sanskrit, reflects her commitment to understanding clients’ deepest needs and aspirations, enabling them to navigate complex decisions with confidence.

Born in a Thai refugee camp after her family fled the Cambodian genocide, Sathya’s story is one of resilience and transformation. Her journey fuels her passion for mentoring women and minorities, empowering them to achieve generational success. A CERTIFIED FINANCIAL PLANNER™, CSRIC®, and Certified Divorce Financial Analyst®, Sathya holds an MBA from USC and was named a 2024 Forbes Top Women Wealth Advisor Best-In-State.

Beyond her practice, she serves on the Long Beach Commission for Women & Girls, the MemorialCare Governing Board, and supports critically ill children through Miracle for Kids. A wife, mother, and mindfulness advocate, Sathya is unwavering in her mission: to inspire others to create not only financial abundance but lives of profound meaning and impact.

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Purpose-Driven Practice: Elevating Client Experiences with Rob Brown (Ep. 65)

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

Building meaningful client relationships is essential for long-term success in financial services.

How can you enhance client experiences and ensure lifelong fulfillment while delivering unmatched value?

This week, Duncan MacPherson is joined by Rob Brown, Founder of the Truest Fan Coaching and co-host of The Purpose-Focused Advisor podcast.

They explore the significance of purpose in building a client-centric practice, the distinctions between client service and client experience, and actionable insights from Rob’s book, “The Truest Fan” and its forthcoming sequel, “The Truest Fan Blueprint.”

They discuss:

  • Enhancing Client Experience: The difference between client service and client experience
  • The Truest Fan Blueprint: Rob’s upcoming book, which provides a roadmap for financial advisors to incorporate purpose into their practice
  • Balancing Productivity with Purpose: The importance of maintaining purpose-driven productivity and understanding clients to solve their problems effectively
  • Leveraging Technology: The role of AI and video messaging in personalizing client relationships and enhancing process efficiency
  • Personal Touches: The value of small, thoughtful gestures in client interactions
  • Niche Marketing: Strategies for identifying and serving specific client segments effectively
  • And more!

Resources:


Connect With Duncan MacPherson:

Connect With Rob Brown:

Promotions:

About Our Guest:

Rob Brown is the founder of Truest Fan Coaching and the author of Truest Fan: Live, Love, and Lead with Purpose and Impact and Delivering the Ultimate Client Experience. His journey from being a top financial advisor to becoming a sought-after mentor for hundreds of advisors highlights his leadership strengths. Now, as a coach to some of the industry’s top advisors, Rob turns his insights into actionable strategies—the foundation of Truest Fan Coaching. He also hosts The Purpose-Focused Advisor podcast, where he shares his experience and wisdom. His upcoming book, The Truest Fan Blueprint, will be released soon. On a personal note, Rob is a devoted husband, father of triplet daughters, proud grandfather, and a lifelong Cleveland Guardians fan.

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

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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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The Language of Referrals with Bill Cates (Ep. 57)

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Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs?

When asking for referrals, your words matter!

Catch Duncan MacPherson’s conversation with Bill Cates, referral coach and author of “The Language of Referrals,” about the art of being referable and mastering the concept of introductions with professionalism and stewardship. They highlight the biggest barriers to referrals and how to overcome them by using the right language.

They discuss:

  • Subtle word choices that have a profound impact on your referability
  • How to attract more of your “ideal clients”
  • How to build trust with centers of influence
  • Sample scripts and power phrases that you can instantly apply to your conversations
  • And more

Resources:

Connect With Duncan:

Connect With Bill:

Promotions:

About Our Guest:

Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence, communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right-Fit Clients™.   

Bill is the author of 3 best-selling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals is due to be released in March of 2024. He is the founder of The Cates Academy for Relationship Marketing™, has been named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast (www.TopAdvisorPodcast.com) – now ranked in the Top 10% of podcasts worldwide.

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Make Your Clients The Voice With Steve Phillips (Ep. 48)

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

Have you ever stepped into your clients’ shoes to see your business from their point of view? Understanding how they perceive your value is key to building lasting relationships.

In this episode, Duncan MacPherson engages in a thought-provoking conversation with Steve Phillips, Chief Practice Management and Development Officer at USA Financial and a consultant at Pareto Systems. Together, they explore strategies for effectively articulating your value proposition and turning clients into enthusiastic advocates.

They discuss:

  • Three golden questions to ask your existing clients
  • The path from endorsements to introductions (i.e., quality referrals)
  • How “client advisory councils” and “ideal client meetings” can rejuvenate your relationships and generate valuable feedback
  • Powerful ways to position (not pitch!) your value to clients
  • And more

Resources:

Connect With Duncan:

Connect With Steve:

Promotions:

About Our Guest:

Steve Phillips is the Chief Practice Management and Development Officer, joining USA Financial in 2019. He leads the coaching and consulting team working with USA Financial advisors to increase the enterprise value of their firms through tailored ongoing and evolving practice management initiatives. In addition to Steve’s integral role within the coaching team, he works with the sales team to develop strong and productive partner relationships with advisors. This interconnective approach between coaching and sales strategically elevates the overall client experience provided.

Steve Phillips is also a Pareto Certified Practice Management Consultant at Pareto Systems. He has spent over 25 years in the financial services industry as a speaker, trainer, and educator working with advisors, product development firms, and carriers.

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