Tag Archives: Wealth Management

Looking to Your Liquidity Event with Denise Logan (Ep. 21)

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

Every business owner will leave their business one day, voluntarily or involuntarily. It’s a matter of WHEN, not IF.

So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally.

In this episode, Duncan MacPherson speaks with Denise Logan, business transition expert, professional speaker, and best-selling author of The Seller’s Journey. Denise explains how you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Denise discusses:

  • Why creating your own exit strategy is the first step to assisting clients in their exit
  • How to remain your client’s first-choice advisor when the time comes for the big liquidity event
  • How to prepare your team for the transition to a new owner
  • Legacy dinners, fireside chats, and other fun activities to connect with your clients
  • And more

Resources:

Connect With Duncan:

Connect With Denise:

Promotions:

About Our Guest:

Denise Logan knows that to business owners, selling a business is more than a transaction. To them, it is an emotionally fraught period of transition, filled with unexpected highs and lows, with no clear vision of what waits at the end for them and their family. Her passion for this work is colored by her own experience of being an unprepared business owner who made an abrupt and choppy exit from her company, after ignoring the signs that it was time for several years.

She is the author of The Seller’s Journey: A Business Fable about Navigating the Emotional Obstacles to Selling Your Business, and has addressed more than five hundred audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go. 

Denise provides advanced training to advisors employed by some of the world’s largest financial institutions, law firms and accounting firms, helping their clients successfully transition their businesses to new owners and, most importantly, without regret.

Podcast: Play in new window | Download | Embed

Subscribe: Youtube Music | RSS | More

Feature

Why You Should Be Podcasting with Matt Halloran (Ep. 3)

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

Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying.

In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts. Duncan explains why he chose to start a podcast.

Duncan discusses:

  • Why he chose to bring podcasting to his followers, clients, etc.
  • How podcasting allows you to move people from suspects to prospects (or skeptics to fans)
  • Why intellectual property is so important for a fee for service professional
  • How his clients have used organic growth to improve their practice 
  • And more

Connect With Duncan MacPherson:

Connect With Matt Halloran:

About Our Guest:

Matt got started in the financial services industry 20 years ago as a certified life and business coach.   As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.

Podcast: Play in new window | Download | Embed

Subscribe: Youtube Music | RSS | More

Feature

How to Achieve the Maximum Enterprise Value with Ted Jenkin (Ep. 2)

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

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business?

In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get out of the wealth management business. Ted also shares his experience as a serial entrepreneur and his favourite books.

Duncan and Ted discuss:

  • Deploying a process to work on your business and drive enterprise value 
  • Re-imagining what it means to be a financial professional
  • Getting out of the wealth management business
  • Ted’s experience as a serial entrepreneur
  • And more

Resources

Connect With Duncan MacPherson:

Connect With Ted Jenkin:

About Our Guest:

Ted grew up in NJ (actually off of exit 8), he is a Boston College grad, and has the best wife in the world Genna, with three wonderful kids (Olivia, Lyla, and Louden). Ted is now a Milton, GA resident and in his spare time Ted can be found playing tennis, working out, and running businesses.

Podcast: Play in new window | Download | Embed

Subscribe: Youtube Music | RSS | More