Duncan Macpherson

Sendgrid Google Cloud Hosting InfusionSoft Google AdWords Conversion Mobile Friendly iTunes Google Remarketing Google AdSense Ubuntu Apache Google Play Google Tag Manager Stripe YouTube DoubleClick Conversion Google Dynamic Remarketing Linkedin Marketing Solutions Android

practice management business development 11 coaching corporate consulting speaking presentations referrals client services keynote speaking virtual coaching corporate coaching personal branding goal achievement financial advisors business professionals efficiency entrepreneurs coaching consulting business professional branding financial advisor coaching personal financial organizers business growth strategies client engagement marketing for financial advisors podcasting for advisors webinars for financial professionals ai in financial services referral management client onboarding process client experience enhancement advisor acquisition strategies content marketing for advisory firms crm tools accountability coaching organizational efficiency succession planning for advisors enterprise value financial advisor training coaching programs data-driven insights analytics for financial firms team collaboration client retention techniques professional development customized coaching workshop facilitation live coaching sessions online learning financial advisory firms strategic planning tax planning investment strategies retirement planning risk management financial goals advisor success stories client relationship management business scalability community engagement financial planning process remote coaching dialing up referrals mindset transformation best practices coaching financial services consulting b2b e-learning internet information technology & services computer software education education management