Growth is one of the most popular topics in this podcast series.
While listeners seem to gravitate toward stories of advisors sharing the “secret sauce” of their success, it's the “how to” episodes from top coaches in the industry that are often the most listened to.
So this one certainly won't disappoint!
In this episode, Duncan MacPherson, CEO of Pareto Systems, joins Louis Diamond to offer advice on how to make your business “not just profitable, but purposeful.”
And Duncan and his team have developed their own unique methodology to help you achieve just that. Their “Blue Square Method” aims to help advisors find theirs “blue square”– that is, the sweet spot where business meets passion and purpose.
And in doing so, advisors can unlock far greater value in everything they do to build their business – whether it's in an electric house, as independent business owners, or somewhere in between.
In this episode, Duncan talks about that methodology and much more, including:
- Best practices to help drive sustainable organic growth—and what you need to know to start moving the needle today.
- The value of scale – and what underlying strategies to consider.
- Evaluating your current firm or model—and how a transition could be the game changer you're looking for.
- Positioning a move to customers—and how their “PSP” process provides a framework to ensure a smooth transition.
- Working in the business vs. in it – and how you can embrace a driven mindset to focus on strategic and purposeful growth.
- And, ultimately, what some of the most successful business advisors are doing—and how you can adopt some of their methodologies to achieve your best business life.
It's like having a free session with one of the best coaches in the business—complete with actionable advice for advisors building their practices at model employee firms to business owners looking to reach the next level of success. .