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:
- Pareto Systems
- 866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Sybil Verch:
Promotions:
- The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
- ProudMouth – Be Your Own Loud
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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