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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Dec 26, 2017
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well-known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'.
 
What We Discuss:
 
Duncan's Framework For Building A Critical Path To Franchise Readiness:
 
   1. Why: Demography and Commoditization 
   2. Who: Demographics, Proteges and The Remnant 
   3. How: The 6 Month Process For 'Re-framing.' 
 
Cracking The Code:
 
   1. Wealth Management Process
   2. Practice Management Process
   3. Relationship Management Process
 
The Advisor Fit Process: How to make sure an acquisition/merger target is the right fit for your business.
 
The Rule of Three: Anything that you do 3 or more times that has 3 or more steps needs to be systematized. 
 
The Complete Family Office (CFO) Model: How to build a Relationship Mangement Branding Strategy.
 
Duncan's popular LinkedIn post on becoming 'Franchise Ready': Link
 
 
Connect With Duncan:
 
Websites:  www.paretosystems.com and www.duncanspeaks.com
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