Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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Proven Strategies Blog

2025-02-10 • 4 min video

How Accountants See Financial Advisors

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

 

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2025-02-07 • 20 second read

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

2025-02-06 • 4 min video

Tax Strategies for Advisors and Their Clients

Many advisors and their clients view taxes as something that happens to them, an unavoidable burden with little room for control. This mindset leads to missed opportunities and a loss of agency.

But what if taxes weren't inevitable? What if you and your clients could see taxes as a game"a system of rules that, if understood and navigated, could transform your outcomes? Most business owners are in the driver's seat when it comes to their tax liabilities, yet they often fail to realize how much control they truly have.

In our conversation, Catherine Tyndall explains why she tells advisors, "Taxes are optional." It's not about avoiding taxes but changing your mindset to see taxes as a strategic game. Learn how this approach not only reduces liabilities for advisors but also influences how they guide their clients. Catherine shares why agency is key, how business owners can shape their outcomes, and why the first step is knowing whether you're happy with the tax number you see today.

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

#podcast #taxplanning #taxefficiency #businessdevelopment #practicemanagement #financialadvisors #wealthmanagers

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2025-02-05 • 20 second read

Ensuring a Seamless Legacy for Your Practice and Your Clients

As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy? Whether you're preparing to transition your practice to family members, trusted team members, or external successors, having a plan in place ensures continuity for both your business and your clients.

Join Duncan MacPherson, best-selling author of The Blue Square Method, for an insightful webinar on succession planning tailored for financial advisors. In this session, Duncan will share strategies to:

  • Design a succession plan that reflects your vision and values, especially when passing your practice to family or children.
  • Proactively communicate and engage with your clients to ensure they see your succession plan as a reflection of your professionalism and continuity of service.
  • Apply succession principles to deepen relationships with clients who are also navigating generational wealth transitions within their families.
  • Build and implement a roadmap to protect your business, your family, and your clients-while ensuring everyone benefits from a smooth transition.

This session will blend actionable insights with tools you can apply to create clarity and peace of mind for your future-and your clients' futures. Don't miss this opportunity to take the next step in ensuring your business and client relationships continue to thrive for generations to come.

Reserve your spot today and start planning your succession!

Date: Tuesday, January 18, 2025
Time: 12:00 PM ET / 9:00 AM PT
Host: Duncan MacPherson
Click here to Register

2025-02-03 • 4 min video

Rethinking Tax Planning for Financial Advisors

As a financial advisor, you wear many hats, but one area that's often overlooked is strategic tax planning. Traditional CPA relationships can be reactive, leaving opportunities untapped and efficiency out of reach.

Imagine getting to the end of the year only to discover missed opportunities that could have saved you thousands. It's like playing a game without knowing the rules"you're left frustrated, wondering why no one flagged these moves sooner.

That's where Catherine Tyndall comes in. In our conversation, Catherine shares her journey to creating a CPA firm tailored for financial advisors. She explains why her "planning-first" model goes beyond compliance, focusing on optimizing cash flow, protecting practice value, and saving advisors precious time. Whether you're planning an acquisition, a sale, or simply trying to run your practice more effectively, Catherine's insights could transform how you approach tax planning.

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 at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb
 

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2025-01-30 • 20 second read

Empowering Financial Advisors: Strategic Tax Planning with Catherine Tindall - Always On with Duncan MacPherson Podcast, Ep. 72

In this episode Duncan sits down with Catherine Tindall, CPA and founder of Dominion Enterprise Services. Catherine specializes in tax optimization strategies for financial advisors, offering insights into minimizing tax burdens, enhancing practice efficiency, and unlocking enterprise value.

Key takeaways from this conversation include:

  • Tax Efficiency as a Strategic Lever: How optimizing your tax approach can save tens of thousands annually and compound into long-term benefits.
  • Proactive vs. Reactive Tax Planning: Why a forward-thinking strategy outperforms traditional compliance-based approaches.
  • Preparing for Exit: Steps to maximize enterprise value through tidying, optimizing, and proprietary processes.
  • The Power of Niching Down: Catherine's experience building a CPA firm exclusively for financial professionals.
  • Embracing AI: Practical applications of AI tools to enhance efficiency in financial practices.

Catherine also shares actionable advice for advisors on addressing opportunity leakages, structuring practices for growth, and collaborating with strategic partners like CPAs. This episode is packed with valuable insights for financial professionals looking to future-proof their practices.

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

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2025-01-29 • 20 second read

The rising generation is looking for more than numbers - they want mentorship. Advisors have a unique opportunity to guide young heirs and future decision-makers.

By engaging early, you create relationships built on trust, guidance, and shared vision. This mentorship extends beyond financial literacy - it's about preparing them to navigate their roles responsibly.

Want to future-proof your business? Invest in mentoring the next generation. Your clients - and their heirs - will thank you.

Are you embracing this role? 

Ready to take your expertise to the next level?

Join our upcoming training program in partnership with the Institute for Preparing Heirs. Learn how to guide your clients through wealth transfer, build meaningful relationships with the next generation, and position yourself as a trusted advisor in their financial journey. Visit: paretosystems.com/iph to learn more and sign up. Training starts in March. Act soon as spaces are limited!

This is your chance to gain tools and strategies that will set you apart. Don't wait - start future-proofing your practice today!

2025-01-28 • 1 min video

This short is an excerpt of a clip from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. WATCH the entire video clip on YouTube by clicking here: youtu.be/_X2BrjCmirY

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2025-01-27 • 20 second read

The next generation is eager to learn.

Young heirs are more than just beneficiaries"they're future leaders who want to understand how to manage wealth ethically and responsibly.

Advisors who engage early can instill confidence and build lasting relationships. This isn't just good for families"it's a powerful business strategy for advisors.

Don't wait until they come to you. Show them you're invested in their success today.

Are you reaching out to the next generation? 

Open the dialogue, reduce the fear, and help families see wealth as a tool for good.

What steps are you taking to start these conversations?
Want to dive deeper into these insights? Listen to the latest episode of the Always On Podcast featuring Dr. Karen Weisgerber on your favorite podcast provider:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb
 

2025-01-24 • 4 min video

Advisors as Quarterbacks

Financial advisors hold a unique position as the most consistent point of contact for families, making them the ideal "quarterback" for integrating strategic partners into a cohesive wealth management plan. By creating a Value-Added Support Team (VAST), advisors collaborate with estate attorneys, tax planners, and philanthropic experts to present a unified strategy for clients. 

This approach not only strengthens the advisor's role as a trusted coordinator but ensures that all aspects of the family's wealth and legacy are managed effectively. Words and positioning matter, reinforcing the advisor as the CEO of the complete family office.

This clip is an excerpt from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. Stream episode 71 of my "Always On Podcast' on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb

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