Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it

The Diamond Podcast for Financial Advisors

With Duncan MacPherson, CEO, Pareto Systems

Overview

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business.

Listen in…

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

Growth is hands-down one of the most popular topics on this podcast series.

While listeners seem to gravitate toward advisors’ stories that share the “secret sauce” of their success, it’s the “how-to” episodes from industry-leading coaches that are often the most widely listened-to.

So this one will certainly not disappoint!

In this episode, Duncan MacPherson, the CEO of Pareto Systems, joins Louis Diamond to offer advice on how to make your business “not just profitable, but purposeful.”

And Duncan and his team have developed their own unique methodology to help you achieve just that. Their “Blue Square Method” aims to help advisors find their own “Blue Square”—that is, the sweet spot where business aligns with passion and purpose.

And, by doing so, advisors can unlock far greater value in all that they do to build their business—whether that be at a wirehouse, as independent business owners, or somewhere in between.

In this episode, Duncan talks about that methodology and much more, including:

• Best practices to help drive sustainable organic growth—and what you need to know to start moving the needle today.
• The value of scale—and what fundamental strategies you should be considering.
• Evaluating your current firm or model—and how a transition might be the game-changer you’re looking for.
• Positioning a move to clients—and how their “PSP” process provides a framework to ensure a smooth transition.
• Working on the business vs in it—and how you can embrace a mindset driven to focus on strategic and purposeful growth.
• And, ultimately, what some of the most successful advisors in the business are doing—and how you can adopt some of their methodologies to achieve your best business life.

It’s like having a free session with one of the best coaches in the business—complete with actionable advice for advisors who are building their practices in employee model firms on through to business owners looking to reach beyond the next level of success.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Duncan MacPherson
Speaker | Business Coach | Author

Guided by a passion for unlocking potential, Duncan leads Pareto Systems as CEO, where we partner with Financial Professionals and visionary financial firms. Our goal? To architect businesses that are not just profitable, but also purposeful. Recognized for our unique methodology inspired by best practices and the principles of ‘The Blue Square Method,’ Duncan and the team aim to help professionals find their own ‘Blue Square’—that sweet spot where business aligns with passion and purpose.

As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and factrich presentations that have made him a popular spokesperson for the Financial Services industry. Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals. Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, pickleball and skiing.

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