How to Maximize Your Life’s Work & Retire Happy

In this fast-paced webinar, Duncan MacPherson was joined by Sherri Palle, one of Pareto’s most experienced Coaches. Sherri has worked with many Pareto clients on preparing for their succession and building out their exit plans, ensuring they capitalize on their life’s work.

Sherri and Duncan discussed:

• What are the highest contributors to building enterprise value?
• What can I start doing now to plan for my eventual exit?
• How do I ensure my legacy is intact long after my exit?

Click here to access the replay of it, and other previous webinars

There’s a very simple mantra that every business is built to be sold. We all know the concept of forced savings, using a reliable process to create a nest egg for ourselves, and we advise our clients to do the same. Every investment of effort you make working on your business contributes to "forced savings." A synergy arises when you do this, and things come together to drive your enterprise value.

Tune into the ‘Always On with Duncan MacPherson Podcast’ for insights and strategies on increasing your business’s enterprise value from industry leading experts by clicking here: www.paretosystems.com/podcast

Through many market cycles over the years, I’ve been saying that a good financial advisor is at his or her highest level of refer-ability during times of volatility. Money becomes more topical and many people start to have nagging doubts about the track they are on - both in terms of their current advisor and financial plan…

Click here to read more on LinkedIn

Have you considered going franchise ready - or are you already in the process? At Pareto Systems we help clients transition from an organic growth model to a scalable growth model - with minimal friction.

Many transitioning clients ask us “How can I find someone that aligns with my team, will contribute to our growth strategy, and will continue with us for the long-term?” Through our Building Exception Teams process, we help set many Advisory Teams up for the best possible outcomes.

To learn more about our Building Exception Teams process schedule a call and talk to one of our experts, click here: www.paretosystems.com/schedule-a-call

Centers of Influence (COIs) might be a good source of referrals for many advisors.

However, when you are referring to your network of COIs in front of a client, how do you position it? In other words, does your client see the benefit in being introduced to your professional network?

Listen to this short clip from the Always On podcast to hear about a better way to position COIs in front of clients and prospects. Stream the entire episode by clicking here: https://paretosys.co/AODM_ep37

Growing up-market, consistently attracting very attractive clients and all the considerations that go into that, include sometimes growing down and either automating certain relationships, allocating certain relationships to different people on the bench, or in some cases, disassociating completely.

Tune into the latest episode of Always On, where Pareto Systems Business Consultant Terry Gronbeck-Jones shares how he helps financial advisory teams improve and grow their business by clicking here: https://paretosys.co/AODM_ep37

by Duncan MacPherson

Use my summary of John Kenneth Galbraith’s book A Short History of Financial Euphoria to add impact to your messaging to be compelling and attractive to clients:

As a financial advisor, you know all about the distinction between the message and the messenger. The message is more about the products and services you represent. The messenger is more about you and your ability to be the voice of reason to clients during times of intense turbulence and uncertainty....

Click here to read more on LinkedIn

"We’ve made the decision to grow down, to grow down our client count, so that we could elevate the client experience."

This is an excerpt from episode 37 of the ’Always On with Duncan MacPherson’ podcast with guest Terry Gronbeck-Jones.

Click to watch on YouTube: https://youtu.be/3TcCfXuz_08

In a recent conversation with a client, I told them, ’I want you to set a goal to have 52 long weekends. And in the next five years, I want you to set a goal to have a six-month sabbatical.’

Your business is supposed to serve your life, not the other way around! But how can you achieve that? How do you build processes and systems where you don’t have to be actively involved all the time?

Pareto Systems Business Consultant Terry Gronbeck-Jones and Duncan MacPherson discuss how to make this happen in the latest episode of Always On.

Tune in now: paretosys.co/AODM_ep37

Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones

This can require advisors to adopt changes that seem counterintuitive at first - such as disassociating from certain clients.

In this episode, Duncan MacPherson talks to Terry Gronbeck-Jones, co-founder of Mindset Consulting and a business development consultant at Pareto Systems. They highlight the benefits of right-sizing and explain how to approach it effectively.

They discuss:

• Major barriers to right-sizing (and how to overcome them)
• How to communicate your decision to disassociate with clients such that it enhances your brand
• How to position your network of COIs in front of clients
• Hidden opportunities in questions such as “What do you do for a living?” or “Do you have a minimum?”
• And more

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep37