This short is an excerpt of a clip from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Paul Blanco, CEO of Barnum Financial Group and host of the "Small Steps, Big Wins" podcast.
WATCH the entire video clip on YouTube: https://youtu.be/p4PG1RUHipk
Unlocking Growth in Financial Services with Paul Blanco - Always On with Duncan MacPherson Podcast, Ep. 73
In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the "Small Steps, Big Wins" podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to stay relevant.
In this episode, you'll learn:
Stream the full podcast for these, and more, valuable insights at one of the following links:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
Most people think of taxes as an inevitable expense.
But in reality, taxes are a game with set rules - if you understand the rules, you can change the outcome.
Business owners and advisors have far more control than they realize over how their taxes impact their bottom line.
The key? Strategy, planning, and making the right moves before it's too late.
Are you playing the game, or is the game playing you?
Want to dive deeper into these insights?
Listen to the latest episode of the Always On Podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services on your favorite podcast provider:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
Enlightened professionals use stewardship to attract new clients rather than chasing with salesmanship:
Unlock your full potential - personally and professionally - by deploying AI in your business, quickly and predictably. Register now and you'll be one of the first to receive access to the 17+ actionable best practices and proven use-cases contained within this soon to be released whitepaper 47-page document: paretosys.co/ai-waitlist
Most advisors see taxes as an unavoidable burden - but what if you could take control?
If you have complete control over your income generation, you have complete control over your tax liability too.
Your tax strategy should align with your growth strategy - because the two aren't separate.
The question isn't how much tax will I pay? - it's what moves will I make to optimize my outcome?
Take charge of your tax planning. Your future self will thank you.
Want to dive deeper into these insights?
Listen to the latest episode of the Always On Podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services on your favorite podcast provider:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
This short is an excerpt of a clip from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services.
WATCH the entire video clip on YouTube: https://youtu.be/QAyFr7-dtwI
Ever heard the saying "Don't let the tax tail wag the business dog"?
Many advisors focus on tax savings without thinking about how those moves impact their entire business.
Here's the truth: To do well with the tail, you have to get the whole dog right.
Tax efficiency, business structure, and cash flow should work together"not in silos.
Are you only looking at the tail, or are you optimizing the whole business?
Want to dive deeper into these insights?
Listen to the latest episode of the Always On Podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services on your favorite podcast provider:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
This short is an excerpt of a clip from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services.
WATCH the entire video clip on YouTube: https://youtu.be/QAyFr7-dtwI
Financial advisors often find themselves at odds with tax professionals, facing resistance to creative, strategic planning ideas. Misalignment in cognitive profiles and mindsets between these professions can lead to missed opportunities and lost prospects.
Imagine spending hours crafting a detailed plan, backed by projections, only to have a tax professional dismiss it without so much as a conversation. It's frustrating when a prospect chooses the tax professional's advice over yours"not because it's better, but because of misplaced trust or a lack of effort on their part. This disconnect isn't uncommon, and it stems from fundamental differences in how advisors and accountants operate.
In our conversation, Catherine Tyndall sheds light on the root causes of these challenges. She discusses how accountants' traditionally conservative mindsets can clash with the entrepreneurial, forward-thinking nature of advisors. Catherine also offers actionable advice on selecting aligned COIs (Centers of Influence) and ensuring a seamless, trust-driven collaboration between advisors and tax professionals.
This clip is an excerpt from episode 72 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services. Stream the entire episode on your favorite podcast channel:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
It's not just expertise - it's clarity.
Many clients don't know the difference between an exceptional advisor and a mediocre one.
That's why it's crucial to demystify yourself - explain your process, your philosophy, and your unique value.
When clients can compare and contrast you with their current provider, the right choice becomes obvious.
How do you make your value clear?
Want to dive deeper into these insights?
Listen to the latest episode of the Always On Podcast featuring Catherine Tindall, Strategic Tax Planner and Founder of Dominion Enterprise Services on your favorite podcast provider.
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
