What if the single biggest threat to your practice isn’t the market, isn’t AI, and isn’t the competition? What if it’s simply being invisible?

Join Duncan MacPherson for an in-depth conversation with Mitch Slater, Executive Director of Digital Communications at UBS and self-described Chief Visibility Officer. With a career that began working alongside Larry King in all-night radio and later spanning 37 years as a financial advisor, Mitch brings a rare and battle-tested perspective on what it takes to get known in today’s marketplace. Together, they explore why AI and shifting client expectations are reshaping financial services into its most significant era yet, and what separates the advisors who will thrive from those who will be left behind. The conversation is equal parts strategic and personal, grounded in real stories and hard-won lessons from decades at the intersection of media, markets, and client relationships.

Key highlights include:

Answer engine optimization and what it means for advisors
Why LinkedIn comments are your highest ROI activity
Why personal storytelling outperforms credentials every time
How AI should free you up for more high-touch work
The compounding effect of one dedicated hour a day on your business
Two lessons from Larry King that shaped Mitch’s entire career

Tune in for a practical, energizing conversation on visibility, authenticity, and what it really means to get known in the modern advisory business.

Promotions:

Toolkit CRM by Pareto Systems: toolkitcrm.com
Pareto Systems: Practice Management Index (PMI)

Connect With Duncan MacPherson:

Website: ParetoSystems.com
Toll Free: 1.866.593.8020
Learn More: Schedule a Call
LinkedIn: Duncan MacPherson

Connect With Mitch Slater:

LinkedIn: Mitch Slater

About Our Guest:

Mitchell (Mitch) Slater is Executive Director and Chief Visibility Officer, Advisor Marketing at UBS Wealth Management USA. After a 35-year career as a Financial Advisor, Sales Manager, and trainer, Mitch now helps financial advisors and business professionals increase their visibility through LinkedIn, video, podcasts, personal branding, and AI.

A former radio producer who worked with both Larry King and Howard Stern early in his career, Mitch combines media experience with decades in wealth management to help professionals build trust, strengthen relationships, and grow their influence. He is the host of several UBS programs, including Front and Center and Leadership Lounge, and is a frequent speaker at conferences and advisor events across the country.

Mitch lives in Westfield, New Jersey, with his wife Leslie and is passionate about helping people “stop being invisible” and get known for what they do best.