Maximum Advisor

The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson

Informações:

Synopsis

In this episode for Maximum Advisor Podcast, host Chip Munn sits down with by Duncan MacPherson, author, consultant, keynote speaker, and CEO of https://www.paretosystems.com/ (Pareto Systems). Duncan starts the discussion by discussing how he accidentally found himself drawn to the financial services business and how his passion for finance led him to become an expert in his field and eventually, the CEO of what is now known as Pareto Systems. Duncan goes on to explain how three books, in particular, were instrumental in forming his understanding of the financial service sector.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com