Tag Archives: Podcast

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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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What Separates the Best from the Rest with Chris Jeppesen (Ep.1)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , ,

Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it?

In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest.

Chris discusses:

  • What the last 18 months have revealed about the best advisors 
  • What the fastest growing advisors are doing to propel themselves upward in the future
  • The type of adjustments elite teams have made in their approach toward clients
  • What is separating the best wholesalers from the rest
  • And more

Resources: 

Connect With Duncan MacPherson:

Connect With Chris Jeppesen:

About Our Guest:

Since joining First Trust in 1997, I’ve met with thousands of brokers, advisors, and wealth managers learning the vital elements that have the most meaningful impact on delivering a consistent investment experience, scalable growth, and predictable revenue. I coach a select group of advisors and collaborate with business development areas of select firms with long-standing relationships with First Trust. I share what I’ve learned with thousands of advisors each year as a frequent guest speaker at financial advisor conferences across the country.

 

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