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ALWAYS ON WITH DUNCAN MACPHERSON




Skip to content
 * About Us
 * Subscribe to Podcast


SHAPING YOUR BRANDING STRATEGY: HOW TO RUN A CLIENT ADVISORY COUNCIL WITH MIKE
“CY” CAJTHAML JR. (EP. 53)

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February 1, 2024Advisor, Education, Finance, Financial, UncategorizedAlways On,
Branding, Business Growth, Client Advisory Board, Client Advisory Council,
Client Experience, Client Feedback, Continuous Improvement, Duncan MacPherson,
Financial Advisors, Mike Cy, Pareto Systems, Referrals, Relationship
Managementalways-on-with-d-macpherson

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In your mind, you have a certain brand image and value proposition for your
business. Do your clients see it the same way?

Are your clients well-equipped to tell your story for you and be your biggest
advocates?

Join Duncan MacPherson and Mike “Cy” Cajthaml Jr., a business consultant at
Pareto Systems, as they delve into the power of client advisory councils in
uncovering unmet needs, elevating the client experience, and achieving
professional contrast. You will learn a turnkey approach to simplify the process
and make client advisory councils a routine best practice.

They discuss:

 * The complete process and logistics from ramp-up to execution to
   follow-through (with an example)
 * How to conduct effective, agenda-driven discussions that lead to actionable
   insights
 * How to position the idea of advisory councils to your clients for the first
   time
 * Why client feedback can result in improved referability
 * The added benefit of finding a renewed sense of purpose for advisors
 * And more

Resources:

 * The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)

Connect With Duncan:

 * Pareto Systems 
 * 1.866.593.8020
 * Schedule a Call
 * Duncan on LinkedIn

Connect With Mike:

 * mikecy@paretosystems.com
 * LinkedIn: Mike “Cy” Cajthaml Jr.

Promotions:

 * The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
 * ProudMouth – Be Your Own Loud

About Our Guest:

Mike “Cy” Cajthaml Jr. has distinguished himself in the financial services
industry over a remarkable 17-year career, marked by his vibrant and effective
leadership style. He’s deeply committed to enhancing business and practice
management strategies, always focusing on the achievement of his clients’ goals.

Mike’s career in the financial service industry was initiated at a major
insurance-marketing organization, where he played a pivotal role in advising
financial advisors nationwide on product solutions and marketing strategies.
After dedicating six years to advising and coaching in the financial realm, Mike
transitioned to become a financial advisor, collaborating with his father in
Overland Park, KS. Their partnership managed substantial asset portfolios,
leveraging a variety of insurance products. Mike’s firsthand experience with the
Pareto Process, coupled with his insights from working with successful financial
advisory firms, reinforced his belief in its transformative impact.

Driven by his conviction in the Pareto Process, Mike embraced the role of a
Pareto coach. His unique blend of wholesale and retail experience empowers him
to assist numerous advisory firms in integrating these processes, ultimately
enabling advisors to realize their ideal lifestyle.

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RECENT POSTS

 * Shaping Your Branding Strategy: How to Run a Client Advisory Council with
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 * Harness the Power of AI: Game-Changing Strategies for Modern Advisors with
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