In the journey of personal and professional development, a mentor is a guiding beacon. They see and foster virtues in a budding protégé, qualities that will create a foundation for a thriving…

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In this episode, Jeff Savlov and Duncan discuss the vital role of early childhood education in shaping future stewards of wealth. Savlov, creator of the Purposeful Legacy Family Project, emphasizes the necessity of laying a firm foundation from as early as two or three years old. The conversation also delves into how grandparents can guide their grandchildren in managing family wealth responsibly, fostering not just prosperity but resilience and hard work in the generations to come.

This is an excerpt from episode 46 of the ‘Always On with Duncan MacPherson’ podcast featuring Jeff Savlov creator of the Purposeful Legacy Family Project.

Stream the entire new episode by clicking here: paretosys.co/AODM_ep46

Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement!

In this episode, Duncan MacPherson joins Jeff Savlov, Family Business and Wealth Consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in wealth management — ultimately avoiding strained relationships among all future inheritors of wealth.

They discuss:

• Why family dynamics play a crucial role in continuity and succession planning
• Major challenges in family business succession (and how to address them)
• Resources for financial advisors to help address family issues faced by affluent clients
• How to engage families — including children — in the financial planning process
• And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep46

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

Duncan often asks clients "What does Nirvana look like for you in the next five to 10 years?" And it provokes a conversation that he likes to run with, and take all the way to the end. Because every business is built to be sold, and every investment of effort you make working on your business contributes to that liquidity event.

Read more in Duncan’s latest book "The Blue Square Method": thebluesquaremethod.com

Now, you might say to yourself, well, I’m not going to sell my business. You still have to begin with the end in mind, and at a minimum, define your continuity and succession plan. Every effort that you make in running and growing the business is an investment that increases its value and attractiveness to future potential buyers...

Read more in Duncan’s latest book "The Blue Square Method"! Download Chapter 1 free here: thebluesquaremethod.com

"Impact means anything you send to a client has to stop them in their tracks… People sort their mail over a garbage can, so you want to make sure it literally stops them when they go to this mailbox…"

This is an excerpt from episode 45 of the ’Always On with Duncan MacPherson’s podcast with Cathi Durrell of Lavish Cards.

Stream the entire episode, and find links to previous episodes, by clicking here: paretosys.co/AODM_ep45

Are you looking to make a lasting impression on your clients?

In the latest podcast Always On episode, Cathi Durrell and Duncan discuss how to improve your branding through greeting cards. Creating a sense of familiarity, becoming more referable, showcasing your values…they cover it all. Ready to enhance your clients’ experience? Tune in now!

Stream the new episode of Always On by clicking here: paretosys.co/AODM_45

When we think of greeting cards, we often think of something like a “Thank You” card or a birthday card.

But have you ever thought about sending cards that highlight your “values”?

Sending cards that encompass your values can take your branding and messaging to a whole new level! Play this short clip from the most recent episode of ‘Always On’ to know how…

Stream the entire episode by clicking here: paretosys.co/AODM_ep45

How to Finish Strong and Build Momentum for 2024

If you are aiming for a prosperous upcoming year, fueling the present with momentum is crucial. Carry the momentum from this year by planning for an outstanding Q4 now.

Recent events have caused a ripple effect in the industry, leading many advisors to dwell on uncontrollable factors and take a pessimistic outlook. While Andy Grove’s assertion, “Only the Paranoid Survive,” might hold some merit, there’s also significant value in optimism and focusing on actionable elements.

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“The more technology creeps into our lives, the more the human touch matters, and there’s something about a physical card that activates that sense of belonging, that safe harbor”

This is an excerpt from episode 45 of the ‘Always On with Duncan MacPherson’ podcast with Cathi Durrell of Lavish Cards.

Stream the entire episode, and find links to previous episodes, by clicking here: paretosys.co/AODM_ep45