Toolkit CRM

03/05/2025

In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to stay relevant.

In this episode, you’ll learn:
• How Barnum Financial Group scaled from 9 to 365 advisors by embracing a growth mindset.
• Practical tips for staying efficient with tools like Zoom AI and CRM systems.
• Why financial advisors need to focus on relationships and process, not just products, for long-term success.

Listen on Apple: https://podcasts.apple.com/us/podcast/unlocking-growth-in-financial-services-with-paul/id1591940149?i=1000694367496
Listen on Spotify: https://open.spotify.com/episode/35tPdZTuhZAfDcsQEqsZpa?si=26e41b13397a41ef
Listen on iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/unlocking-growth-in-financial-services-with-268605175

02/19/2025

Automate financial planning like a pro 🔥

Most advisors still manually track every client task.

Scheduling follow-ups, remembering deadlines, delegating to assistants—it’s a mess.

And let’s be honest… things fall through the cracks more often than they should.

But what if every client process—every step, task, and follow-up—was created, assigned, and tracked automatically?

🎥 Watch this: In just a few clicks, I apply a financial planning process to a client…

→ 22 steps instantly appear on my calendar
→ Certain tasks are auto-delegated to my assistant
→ Everything is tracked on the client’s contact record—zero guesswork

The end result:

→ Clients get a better experience
→ Advisors and teams save hours every week
→ Nothing slips through the cracks

02/19/2025

Automate financial planning like a pro 🔥

Most advisors still manually track every client task.

Scheduling follow-ups, remembering deadlines, delegating to assistants—it’s a mess.

And let’s be honest… things fall through the cracks more often than they should.

But what if every client process—every step, task, and follow-up—was created, assigned, and tracked automatically?

🎥 Watch this: https://toolkitcrm.com/automation-financialplanning

In just a few clicks, I apply a financial planning process to a client…

→ 22 steps instantly appear on my calendar
→ Certain tasks are auto-delegated to my assistant
→ Everything is tracked on the client’s contact record—zero guesswork

The end result:

→ Clients get a better experience
→ Advisors and teams save hours every week
→ Nothing slips through the cracks

Watch video here (8 min):

02/14/2025

How do Accountants Perceive Financial Advisors

This short is an excerpt of a clip from episode 72 of the ‘Always On with Duncan MacPherson' financial advisor podcast Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services. WATCH the entire video clip on YouTube: https://youtu.be/QAyFr7-dtwI

02/05/2025

Register: https://paretosystems.com/webinars-upcoming-next.html

Program info: https://paretosystems.com/iph.html

Join us for this special webinar hosted by the Institute for Preparing Heirs (IPH), designed specifically for advisors working with high-net-worth families – or those aspiring to. Over the years, we’ve helped advisors like you navigate the challenges and opportunities of moving upmarket. And, now we have the privilege of having Diane Doolin, founder of the Institute for Preparing Heirs, provide insight on their approach to become the Most Trusted Family Advisor®:

- Address the evolving needs of high-net-worth families

- Facilitate productive family meetings for smooth wealth transfer

- Build and maintain lasting, multigenerational relationships

01/21/2025

In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families today.

Key discussion points include:

1. How financial professionals can integrate legacy planning into their deliverables.
2. Strategies for effectively communicating wealth transfer processes to clients.
3. Practical insights for advisors to apply both professionally and personally.

Dr. Weisgerber’s extensive academic background, including a PhD and a postdoctoral fellowship in neuropsychology affiliated with Harvard University, lends unique depth to the conversation. This episode is a must-listen for financial advisors aiming to address the nuanced needs of wealth creators and their heirs.

Apple: https://podcasts.apple.com/us/podcast/bridging-wealth-and-legacy-preparing-the-next/id1591940149?i=1000683321392

Spotify: https://open.spotify.com/episode/5xFVI9VzeGp4PVg7Pb37aD?si=0f65c1b1b8594d31

iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/bridging-wealth-and-legacy-preparing-the-256126588

Next Gen Program starting March 2025: https://paretosystems.com/iph.html

12/12/2024

Reserve your spot: https://register.gotowebinar.com/register/6944915007175893343

Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?

Let's face it: buying a practice or tucking in advisors isn't as simple as writing a check and calling it a day. There are ten buyers for every one seller in the market right now, which means if you're not prepared, you'll be left behind.

Here are some questions to ask yourself before jumping in:

What's the process for bringing in a smaller advisor?

How do you stand out in a competitive market?

(With so many buyers out there, why should a seller choose you?)

Want to be the go-to buyer in your region? It starts with a plan and a strategy tailored to your growth goals. That is exactly what we will start to build out in this session.

Further, Scott and Duncan will be announcing the launch of an upcoming Mastermind group of successful advisors looking to grow through M&A. Scott coaches multiple high performing $10M+ teams, including teams that have succeeded and failed in this arena.

11/13/2024

Bring 'The Pareto System' to Life with CRM

Register here: https://paretosystems.com/webinars-upcoming

Want to turn your CRM into a real growth engine?

I’m hosting a webinar to show you how to use Pareto Systems principles to maximize client engagement and drive growth—like building the right structure to foster deep, genuine chemistry that sets you apart from the competition, applying the 80/20 rule to focus on what truly moves the needle in your business, and delivering consistent, top-tier service.

Date: Wednesday, October 30, 2024

Time: 1:00 pm ET

Host: Amal Antony

10/30/2024

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!

Spotify: https://open.spotify.com/episode/6cN9umOSX0G8e5tzRQVEFk?si=lCQCx8X2SdSczzlBktxYoA
Apple: https://podcasts.apple.com/us/podcast/purpose-driven-practice-elevating-client-experiences/id1591940149?i=1000671656208
iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/purpose-driven-practice-elevating-client-experiences-with-223117797

10/16/2024

Discover how to transform your CRM into a growth engine with our upcoming webinar on implementing the core principles of The Pareto System.

Join Amal Antony, CRM expert, as he dives into Pareto best practices such as; how to build a structure to maximize chemistry and rapport, implementing the 80/20 rule in your practice, and delivering an ongoing client service model with the highest degree of consistency and predictability.

Learn how to:
- Capture and Use FORM Data: Effectively gather and leverage Family, Occupation, Recreation, and Money (FORM) data to build deeper client relationships and provide personalized service.
- Classify Clients for Maximum Impact: Apply Pareto's AAA system to segment and prioritize your clients, ensuring you're focusing on the relationships that matter most.
- Integrate a Service Model for Consistency: Develop a structured service model in your CRM to deliver a consistent and scalable client experience.

Register using the link in the comments. We'll catch you there!

10/07/2024

In this episode of the Always On with Duncan MacPherson Podcast, Duncan sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client relationships for financial advisors. Discover how sending customized cards to clients can enhance your client retention strategies, foster loyalty, and increase client advocacy.

Cathi shares insights from her 12+ years of experience in helping financial professionals use hand-crafted greeting cards to make a lasting impact with clients.

Tune in to learn:
 Why Thanksgiving cards can give your business an edge over competitors
 How to make gratitude part of your daily routine to deepen client relationships
 Real stories of financial advisors using gratitude to boost referrals and client advocacy
 The BRAG method: How Belonging, Recognition, Appreciation, and Gratitude drive client engagement
 A look at Lavish Cards’ One Card at a Time program designed for financial professionals

Apple: https://podcasts.apple.com/us/podcast/the-power-of-personalized-gratitude-building/id1591940149?i=1000670035492
Spotify: https://open.spotify.com/episode/449xV4WcDNvtTGxFH2fxwD?si=26dffbcfe1eb4f57
iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/the-power-of-personalized-gratitude-building-217913521

09/25/2024

Do you have questions about Toolkit CRM?

Visit: https://toolkitcrm.com/pricing.html
Or get a live demo: https://toolkitcrm.com/demo.html