New Episode: Creating a Practice Built to Last with Scott Kline (Ep. 103)
What if the greatest test of your business isn’t how well it performs when you’re there, but how well it performs when you’re not?
Scott Kline, a financial advisor with Edward Jones in Grand Rapids, Michigan, joins Pareto Systems CEO Duncan MacPherson to share how a life-changing health diagnosis forced him to rebuild his practice around process, not personality.
In this episode:
- Why your business should serve your life, not consume it
- Transitioning clients as an upgrade, not a handoff
- How empowering your team elevates the client experience
- Why a written, client-facing playbook protects enterprise value
- Digging your well before you’re thirsty
Tune in for a practical, deeply human look at making yourself obsolete and building a business prepared for whatever life brings.
Listen now: paretosys.co/aodm-103
