Скачать или смотреть From Practice to Enterprise: Scaling with Intention with Duncan MacPherson (Ep. 91)

Growth in financial advising demands a balance between serving current clients effectively and exploring transformative strategies for business development.

This week, Jeremy Houser engages Duncan MacPherson, founder and CEO of Pareto Systems, to uncover principles for scaling a financial advisory practice while enhancing client relationships. From mastering practice management to leveraging technology like AI, Duncan provides actionable insights to redefine value and elevate advisory practices.

Duncan discusses:

Strategies to strengthen client advocacy by focusing on existing relationships
The evolution from organic growth to scalable, team-oriented practices
The significance of creating structured processes to enhance business efficiency
The importance of balancing emotional intelligence with technological advancements
Steps for crafting a robust exit strategy that maximizes business value and legacy
And more!

Resources:

Die With Zero by Bill Perkins https://www.amazon.com/Die-Zero-Getti...
Pareto Systems Whitepaper: AI for the Financial Advisor https://paretosystems.com/ai-strategi....

Connect With Duncan MacPherson:

LinkedIn: Duncan MacPherson https://www.linkedin.com/in/duncanmac...
Pareto Systems https://paretosystems.com/

Connect with Jeremy Houser:

Email: jeremy.houser@simplicitygroup.com
Call: 713-808-8548
Schedule a Call - https://hello.insurmark.net/c/jhouser...
Our Teams Website - https://insurmarkamp.com/jeremy/
Connect with Jeremy -   / jeremyhouser  
Instagram: @jeremyhouser_amp - https://www.instagram.com/jeremyhouse...

About Our Guest:

Driven by a deep passion for unlocking potential, Duncan MacPherson steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.

Duncan, alongside his team, leverages the unique 'The Blue Square Method' - a methodology inspired by best practices - to guide professionals toward discovering their 'Blue Square.' This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

As a speaker in high demand, he travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry.

His expertise in demystifying business development and marketing in the financial world has universal appeal, from the high-level advisor to the successful wholesaler, to corporate financial institutions. His primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

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