Always On with Duncan MacPherson Podcast - Episode 36

By Pareto Systems 02-23-23

Being Process-Driven with Peter Dobrich

You’ve got 24 hours in a day and five days in a work week. Wouldn’t it be incredible to be able to put more sand in your hourglass?

It is possible if you become highly process-driven and liberate yourself from the daily minutia of financial planning, which can be easily automated, streamlined or outsourced!

In this episode, Duncan MacPherson talks to Peter Dobrich, President at Private Financial Group. Peter shares his proprietary process, Your Life Print FORMula, which has helped him grow organically and improve his client relationships.

They discuss:

The importance of having a FIT process instead of being all things to all people
How Peter attracts and connects with business-owner clients
How you, as an advisor, can easily tap into Private Financial Group’s proven process
The much-needed mindset shift from financial advisor to CEO
And more

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep36

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