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:

• How Barnum Financial Group scaled from 9 to 365 advisors by embracing a growth mindset.
• Practical tips for staying efficient with tools like Zoom AI and CRM systems.
• Why financial advisors need to focus on relationships and process, not just products, for long-term success.

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