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2018-01-08 • 48:53 Podcast
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. Click here to listen:
2017-12-06 • 25 second read
One of our coaches, Elaine Christakos, shared this with me today. It touches on how important process is to our clients: I was speaking with an incredibly successful client today that has the opportunity and responsibility, within his firm, to travel to other advisors’ offices and help them improve their businesses. He offers those advisors strategies and input from his vast range of experience, as well as corporate business-building information and workshops. To me he said ‘there are other training and coaching programs out there, but they offer the bare minimum of accountability. I recommend Pareto regularly because it is all that and more. It is a process’.
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